Order statuses: set them up and keep clients informed

Order statuses are the steps your orders go through. You choose them, so they match how you work: for example New, Processing, Shipped, Delivered. Each change can be e-mailed to the client automatically.

Create your statuses

1. Go to Settings → Sales & finance → Orders and open the Order status tab.
2. Click Add order status, type the Title and pick a colour. Save.
3. Drag the statuses into the order your orders follow.

The first status in the list is the one every new order gets, so keep "New" (or your equivalent) at the top. A status that is used by orders cannot be deleted.

An example that suits most shops: New (grey), Paid (blue), Processing (orange), Shipped (purple), Delivered (green), Cancelled (red).

Change an order's status

• Click the coloured status in the orders list or at the top of the order page, and choose the new one.
• Or use Edit order and change Status.
• With payment at checkout on, a paid order moves by itself to the Order status after payment (Settings → Store), as long as it is still in the first status.

Keep the client informed

Every status change made by your team sends the Order status updated notification. In Settings → Notifications (category Order) choose who gets it: the client's primary contact, all its contacts, the contact who placed the order, team members or teams. The e-mail includes the order as a PDF and a Show Order button. Its text is in Settings → Email templates → Order status updated.

The automatic move after payment does not send this e-mail.

Where clients see it

In their portal under Orders: each order shows its current status, and the order page shows it as a ribbon with the invoices and payments.