Orders & fulfillment

Every completed checkout creates an order in Brainerce. This section covers what happens after the customer pays: confirming payment, moving the order through its statuses, and handling refunds and returns.

What's in this section

• The Orders list names every column, row action, bulk action and search rule.
• Order details covers the order summary, the items panel, the payment window and the shipping address.
• Create an order by hand covers phone and counter sales, field by field.
• Process an order to confirm payment, move the order forward, refund, and cancel.
• Order status and shipping covers the status lifecycle and which changes are allowed, tracking numbers, the shipping address, and customizing your statuses.
• Refund an order covers full and partial refunds, restock, timing, and what happens when a gift card paid part of the order.
• Handle returns and exchanges to take items back into stock.
• Standing orders covers subscriptions and recurring donations, charged automatically against a saved card.
• Donations covers one-off and monthly gifts taken on your storefront. A donation is not an order and never appears in this list.
• Order custom fields adds internal fields to every order.

Quick reference: order statuses

There are twelve built-in statuses. The row dropdown offers the seven above. Draft, On hold, Paid, Fulfilled and Partially refunded are not offered there: a partial refund sets Partially refunded by itself, and a custom status that maps to one of them lets you pick it by hand. Payment state is shown separately in its own Payment Status column. The twelve built-in statuses can be recolored and reordered, but not renamed or deleted; to get your own wording add a custom status that maps onto one of them. See Order status and shipping for the full list, which changes are allowed, and Customize your order statuses.

Get notified of new orders

Manage which emails you and your customers receive under Settings → Email → Sending and domain. Turn on the notifications you want, such as New order. See Customize email templates.

On screen, Orders in the sidebar shows a number for the orders you have not opened yet, and a pop-up (plus an optional browser notification) tells you when a new one arrives. The pop-up and the browser notification belong to you and your browser: the New Order Alerts switch under Settings → Account (on by default) turns them on or off, and that page is where you allow browser notifications, see Account settings. The number on Orders shows whatever that switch says. New orders are not in the notification bell. The New order alert email goes only for orders placed on your storefront: an order you create by hand sends none.

Tax invoices

Brainerce does not issue tax invoices for orders. If you need one produced automatically (an Israeli tax invoice, for instance) connect Morning (Green Invoice), Takbull, Rivhit (iCredit) or Cardcom (with its documents module), which issue one under your account with them. See Connect payment methods.