Wix Bookings: About the Orders Tab

Every time a client books a service, an order appears in the Orders tab. You can use the Orders tab to access and work with orders, without viewing them in a calendar format.

In this article, learn how to:

• Update customer details

• Mark an order as "Paid"

• Request payment via invoice

• Create a manual order

• Add a note to an order

• Customize and save your view

• Update multiple orders at once

• Export orders

• Archive orders & view archived orders

• Frequently asked questions (FAQs)

Using Wix Stores too?

You also see Stores orders in the Orders tab.

Viewing & updating customer details in your Orders tab

After selecting an order, your customer's details appear on the right side of the order. Here you can update a customer's email address if they made a mistake during checkout. Additionally, you can go to the customer's contact card to view more details and perform a variety of actions.

Dashboard

Wix app

Wix Studio app

1. Go to Orders in your site's dashboard.

2. Select the relevant order.

3. Choose what you want to do:

Edit client's email address

1. Click the Edit icon  next to Order info.

2. Click Edit email address.

3. Enter the new email address.

4. Click Update.

View or edit client's contact details

1. Click the customer's name.

2. View or edit any of the Contact settings.
   Tip: From this side panel, you can also chat with your customer, add a note, view previous bookings, and much more.

Manually marking an order as "Paid"

Orders placed using the Manual (Offline) payment method, or if the service is set up for in-person payments, you must manually mark as 'paid'. This ensures your records stay up to date.

Notes:

• Orders marked as "Paid", cannot be changed back to "Unpaid".

• If your customer paid for the order online, it is automatically marked as "Paid".

Dashboard

Wix app

Wix Studio app

1. Go to Orders in your site's dashboard.

2. Select the relevant order.

3. Click the Collect Payment drop-down.

4. Click Mark as Paid.

5. Choose what you want to do:Mark [amount] as Paid: Charge the full amount.
   
   Mark a custom amount as paid: Partially charge the client:Click the checkbox and enter a custom amount.
   Click Mark [amount] as Paid to confirm.
   

Note:

You can see if a client used a coupon or a gift card to pay for their order in the Payment info section.

Requesting payment via invoice

You can create an invoice for an unpaid order to request payment from your client. Once you send the invoice via email or share the direct link with them, clients can click the invoice and pay online using any of your payment methods.

Before you begin:

Set up your invoice so that all your company details (e.g. business name, logo) are displayed correctly.

Dashboard

Wix app

Wix Studio app

1. Go to Orders in your site's dashboard.

2. Select the relevant order.

3. Click the More Actions drop-down at the top.

4. Select Charge with invoice.

5. Click Create Invoice.
   Tip: This creates a saved draft of your invoice.

6. Choose how you want to send the invoice to your customer:

Share using a link:

1. Click Share Link at the top.

2. Click Click Here to Create a Link.

3. Click Copy Link.

4. Click Done.

5. Send the link to your customer.

Print a copy of the invoice:

1. Click Print at the top.

2. Print a PDF or hard copy of the invoice.

3. Send the invoice to your customer.

Send by email:

1. Click Send via Email at the top.

2. (Optional) Edit the email's subject line or message.

3. Click Send.

Creating a manual order

You can create a manual order to offer and charge for a custom service that isn't in your list of services. For example, if you're a personal trainer and want to offer one particular client a session that isn't in the list of services, create a manual order for them.

You can also add multiple items, custom items, appointments or additional fees to the order.

To create a manual order:

1. Go to Orders in your site's dashboard.

2. Click + Add New Order.

3. Choose what you want to do:

Add custom item

1. Click Add Custom Item and enter the information:Title: Enter an item title.
   Price: Enter the price.
   Item info (optional): Enter a description of the item.
   Note: This description is visible to customers.
   

2. Click Add.

3. Add Customer info to the order:
   Select an existing customer:Click the Add a customer to the order drop-down.
   Select a customer.
   (Optional) Click the Edit iconto view or edit the customer's details.
   
   Add a new customer:Click Add a customer to the order drop-down.
   Click + Add new customer.
   Enter the customer's details.
   Click Save.
   

4. (Optional) Add a discount:Click Add Discount.
   Enter the Discount value and Discount reason (optional and not visible to clients).
   Click Apply.

5. Click Create Order at the top right.

Add appointment service

1. Click + Add Item.

2. Select Service

3. Click the relevant appointment.

4. Click Continue.

5. Add the appointment details including the location, staff member, date & time, and price. Note: The standard price for the service appears automatically, but you can edit it to offer the service at a different price.

6. Click Add to Order
   

7. Add Customer info to the order:
   Select an existing customer:Click the Add a customer to the order drop-down.
   Select a customer.
   (Optional) Click the Edit iconto view or edit the customer's details.
   
   Add a new customer:Click Add a customer to the order drop-down.
   Click + Add new customer.
   Enter the customer's details.
   Click Save.
   

8. (Optional) Add a discount:Click Add Discount.
   Enter the discount value and reason (optional and not visible to clients).
   Click Apply.

9. Click Create Order at the top right.

Add item from another Wix app

1. Click + Add Item.

2. Select Product.Select the product you want to add.
   Note: If the product has options (e.g. size), click Continue and select the options.
   Click Add to Order.
   

3. Add Customer info to the order:
   Select an existing customer:Click the Add a customer to the order drop-down.
   Select a customer.
   (Optional) Click the Edit iconto view or edit the customer's details.
   
   Add a new customer:Click Add a customer to the order drop-down.
   Click + Add new customer.
   Enter the customer's details.
   Click Save.
   

4. (Optional) Add a discount:Click Add Discount.
   Enter the discount amount and reason (optional and not visible to clients).
   Click Apply.
   

5. (Optional) Add a delivery method:Click Add Delivery Method.
   
   Select an option:
   Select an existing shipping option:Click the Select from your shipping, delivery or pickup options drop-down.
   Select an option from the drop-down and click Add.
   
   Create a custom shipping rate:Click Create a custom shipping rate.
   Enter the shipping name (e.g. Express shipping).
   Enter the rate.
   (Optional) Enable to Add scheduling toggle to add a date and time range.
   (Optional) Click the Is this a pickup order? checkbox for customers to pick up the product from your business address.
   Note: The pickup address is your business address in Business info settings.
   Click Add.
   

Adding a note to an order

Keep track of special requests and instructions by adding notes to orders. These notes are personal and can only be seen by you and your site collaborators.

Dashboard

Wix app

Wix Studio app

1. Go to Orders in your site's dashboard.

2. Select the relevant order.

3. Scroll down to Order activity.

4. Click the Add a note field to add an internal note that your customer won't see.

5. Click the checkmark to save.

Customizing and saving your view

Customize the table you see in the order list so it only includes relevant information. Additionally, you can filter orders to view just the ones that interest you. Then, save your view to access it quickly the next time you need it.

Tips:

• The "fulfillment" column is only relevant if you also have store orders. You can hide it if you only use Wix Bookings.

• You can filter your orders to view either store items only or booking services only using the Item Type filter.

Updating multiple orders at once

Save time by performing changes on multiple orders at once.

To update multiple orders:

1. Go to Orders in your site's dashboard.

2. Select the checkbox next to the orders you want to update.

3. Click the relevant action from the top bar:Fulfill: Only relevant for store orders.
   Marked as Paid: Marks the selected orders as "Paid".
   Create an Invoice: An invoice is created and appears in the Invoices tab.
   Manage Shipping Label: Create shipping label with Wix Shipping.
   Export: Click to download a CSV file.
   Print : Send orders to your printer.
   Archive : Adds the selected orders to the archive.
   

Note:

You can create an invoice for up to 100 orders at once.

Exporting your orders

Keep track of your business by exporting your orders to a CSV file. You can export the data you need and remove the data you're not interested in at the moment.

To export your orders:

1. Go to Orders in your site's dashboard.

2. Select the orders you want to export:Specific orders: Select the checkbox next to the relevant order(s).
   All orders: Select the checkbox next to the Order column to mark them all.
   

3. Click Export.

4. Select how you want to display exported orders:Item purchased: Each item purchased is displayed in a separate row, even if they are part of the same order.
   Orders: Each order, excluding items purchased, will appear in a separate row.
   

5. Deselect the columns that you do not want to include (e.g. deselect billing and payment columns if they are not relevant at the moment).

6. Click Export.

1. Save the file to your computer:Chrome: The CSV file downloads and appears on the bottom of your screen.
   Firefox: Select Open with to open or Save File to save.
   Internet Explorer: Click Save at the bottom of your screen.
   Safari: The file opens. Click cmd + s on your keyboard to save the file (with a .csv extension, and Page Source format).
   

Note:

The time of purchase recorded in the CSV file is always given in Coordinated Universal Time (UTC). For instance: January 01, 5:00PM (PST) = January 02, 1:00AM (UTC).

Archiving orders & viewing archived orders

If you want to remove an order from the Orders tab but still keep its records, add it to the archive. You can find it again later by viewing your archived orders.

Dashboard

Wix app

Wix Studio app

1. Go to Orders in your site's dashboard.

2. Select the relevant order.

3. Choose what you want to do:

Archive an order

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View archived orders

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Unarchive an order

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FAQs

Click below for answers to common questions about the Orders tab.

Where can I find manually added orders for custom items?

New orders appear in the Orders tab of your site's dashboard. Make sure to contact your customer to arrange payment.

Where do I find manually added appointments?

When you finish creating an order with an appointment added, the session appears on the Booking Calendar automatically.

How do I add a course or classes to an order?

Currently, you can only add appointments to an order. If you would like to add classes or courses to orders, you can vote for this feature here.

How do I redeem a customer's plan on manually created appointments?

For plan-only appointments, you need to go to the Booking Calendar to redeem from your customer's plan.

How can I edit or delete a note I added to an order?

Hover over the note and select Edit or Delete.