Orders and buyers: from purchase to delivery
Order statuses, manual payment confirmation, reminders, what the buyer receives, the buyer portal, and the Buyers tab feeding your CRM.
Every purchase is recorded as an order, and every buyer joins your buyer list. Here is how you track, confirm and handle it all.
The Orders tab
In the Orders tab you see each order with a date, product, buyer, amount and status:
- Awaiting payment: the order was recorded and the buyer is still paying.
- Paid: payment confirmed. For digital products and courses, delivery already went out automatically.
- Awaiting your confirmation: with an external payment link or direct coordination, you check that the money arrived on your side and click Confirm payment to release delivery.
- Delivered / Shipped: the order is complete.
- Refunded / Canceled: the order was refunded or canceled.
For a waiting order you can email a payment reminder, and paid orders have a refund button. How refunds work per payment method: Refunds and cancellations.
What the buyer gets
A confirmation email with a personal order page: the files or course access, the order details, and a way to contact you. Buyers do not need a MyVisito account, and in their personal portal (sign-in with an email code) they find all their purchases and courses.
The Buyers tab
The Buyers tab builds your customer list: who bought, what and for how much. Every buyer also lands in your contacts, so purchasers live in the same CRM as the rest of your network. From the Messages tab you can email a buyer directly.