When working with orders and invoices, it is important to understand the different payment statuses, how they might happen, and how they affect the client and subscriptions.

Pending Payment

• All Product Types: Access or delivery is withheld. Billing is incomplete and awaiting customer payment. Orders may remain in this state due to customers abandoning the checkout process or delaying payment initiation.

Partially Paid

• All Product Types: Partial payments are only possible when the specific invoice or product allows multiple payments. For example, a deposit, followed by full payment or installment payments.  Partially paid status means at least one of the payments has been made, but the final payment has not yet been received. It does not mean anything is wrong or that any intervention is needed.

Failed

• Reasons for Failure: Declined credit cards, insufficient funds, bank declines, suspected fraud, or failed fraud checks. A credit card can be declined due to the client entering the wrong card information.
• All Product Types: Billing is incomplete. The system may automatically retry billing based on set rules or require the customer to reattempt payment, providing a chance to resolve the issue causing the failure.
• For subscriptions, you can enable automatic retries of a failed recurring payment – From the left side menu in the dashboard, go to Settings > WebStore > Subscriptions and then scroll to “Retry Failed Payments”

Processing

• All Product Types: This status is more to aid a business in their process. For example: A business sells a product that needs to be shipped. When the customer pays, the status gets set to processing, and then the business knows the order has been paid and it’s ok to send out the product. Once the product is sent, the status can be changed to complete.
• Autocomplete Option: If your business doesn’t need that step, then you can set orders to autocomplete. From the left side menu in the dashboard, go to Settings > WebStore > Autocomplete Orders and then choose your setting.
• Bookable Products: If your bookings require your confirmation, they may also show as processing until that confirmation is made.

Completed

• All Product Types: Full delivery or access granted. Billing is successfully completed with no further action needed.

On Hold

• Reasons for Holding: Awaiting payment verification, suspected fraud, inventory issues, or manual review required.
• All Product Types: Delivery or access paused. Billing is not completed, pending resolution. The system might not rebill automatically but awaits payment confirmation or clearance of any issues causing the hold, such as resolving suspected fraud or confirming manual payment methods.

Canceled

• All Product Types: Orders can be canceled due to customer request, inventory issues, or non-clearance of payment issues. Any processed payments may be refunded. Billing is reversed, and no further billing attempts are made as the order is considered closed.
• For subscriptions – clients have access until the end of the current billing cycle?

Refunded

• All Product Types: Following a refund, the order is considered concluded. Access or services provided are revoked or concluded. Billing is reversed, ending the transaction.

Deleted

• All Product Types: Orders are removed from active records. This extreme step might follow unresolved billing issues or administrative decisions. Any payment associated with these orders requires manual adjustment, as the system treats the order as non-existent for billing purposes.