Orders & reports

Finding and managing orders

Search, filter, and drill into every order — plus refunds, edits, and what abandoned orders mean.

The Orders page

Open Orders in the main menu for your location. The page has three tabs:

Orders — every order, newest first, with totals and payment status.
Items — a line-by-line view of what sold, great for "how many flat whites went out yesterday?"
Customers — your customer list with order history, spend, and loyalty balances. Click a customer to open their profile.

A summary strip shows the order count and paid total for whatever filters you have applied.

Searching and filtering

Combine filters to find anything fast:

Date range — pick any range with the date picker.
Status — Pending payment, Paid, Preparing, Ready, Completed, Cancelled, Refunded.
Channel — Kiosk, QR, or Staff (counter POS).
Search — type a customer name, email, or order detail.
Sorting — click column headings to sort; the list loads more as you scroll.

The order detail view

Click any order to open its detail drawer. You'll see:

Every item with modifiers, quantities, and prices.
Customer details, table number, and notes.
Applied discounts, gift cards, and loyalty redemptions.
The full payment history — amounts paid, refunded, and the payment state (unpaid, partially paid, paid, refunded, partially refunded).
A timeline of everything that's happened to the order.

From here you can also reprint or resend the receipt.

Editing an order

Use the edit option in the order detail to add or remove items, change quantities, or fix a mistake. If the total changes on a paid order, the difference is settled as an extra payment or a refund. Editing rights depend on the staff member's role — staff without permission will be asked for a manager's PIN. See Refunds and edits for the full flow.

Refunding an order

Open the order's detail view and choose the refund option.
Pick the refund type:
- Full — everything back.
- Partial — a custom dollar amount.
- Line items — refund specific items only.
Add a reason (it's kept in the order history).

Card payments refund back to the customer's card through Stripe; cash refunds are recorded against your till. Refunds may require a manager override depending on the staff member's permissions.

Creating an order from admin

The New order button on the Orders page lets managers ring up an order without going to a POS device — handy for phone orders. Pick the items, attach a customer if you like, and collect payment.

Abandoned orders explained

When a customer gets as far as the payment screen on a kiosk or online checkout and then walks away, the order is marked as abandoned. These are tidied up automatically in the background:

No payment was taken, so there's nothing to refund.
Any booking holds attached to the order are released so the capacity goes back on sale.
Abandoned orders don't count toward your sales figures.

You don't need to manage them — they exist so a half-finished checkout never blocks stock, bookings, or your reporting.