List of orders

To go to the list of orders, in the navigation menu, select Billing > Orders. A page is displayed with the following elements:

  • Widgets (see Payments).
  • The navigation menu of the Billing section.
  • Filters for the list of orders.
  • The list of orders in the form of cards.

In this article:

Search by order number

You can find an order in the list by part of its number. In a field with the icon, start entering the number of the required order. The list of orders is automatically updated regarding your input.

Filters

Filters for the list of orders can be displayed in two modes:

  • Collapsed (by default). To expand the filters, click . The number of applied filters is displayed next to the icon.
  • Expanded.

In the filter settings, select orders to be displayed in the list:

  • Status — orders in the selected statuses. In the filter list, only statuses represented by at least one order are available.

    • Waiting for payment — an order is created, and payment is pending. For prepaid subscriptions only. To complete the order, complete the linked payment (see Pay payment).
    • Waiting for provisioning — an order is confirmed. The order provisioning is scheduled at the Provisioning date. For delayed orders only.
    • Provisioning — a confirmed order is provisioning.
    • Provisioning failed — an error occurred during the order provisioning. Contact technical support.
    • Completed — an order is confirmed and provisioned.
    • Cancelled — an order is cancelled manually or automatically.

  • Created at — orders created within the specified period. To specify the period, click  and pick its first and last days in the calendar.
  • Subscription — orders linked to the selected subscription.

To reset a filter, click  in its field. To reset all filters, click Reset.

Order report

You can download an XLSX file with an order report according to the applied filters:

  1. Apply the filters.
  2. Next to the filters button, click .
  3. Wait for the file to download.
  • Order number.
  • Type — the order type.
  • Status — the order status.
  • Description — in a separate line, a description of each non-deleted charge generated for an order. The description includes the subscription number and name and the start and end dates of the period covered by the charge.
  • Quantity — the ordered quantity of the service or resource units.
  • Unit price — the service or resource unit price.
  • Discount — the discount amount for a charge.
  • Duration — the covered period for a charge.
  • Amount — the amount of a charge.
  • Currency — the currency of a charge.
  • Created at — the order creation date (DD.MM.YYYY).
  • Provisioning date — the order provisioning date (DD.MM.YYYY).
  • Created by: System — an automatically created order, Manager — a manager created an order, or the name of the account's user who created an order.
  • Payment number (if a linked payment exists).

For trial subscriptions and orders in the Cancelled status: Quantity, Duration — an empty value; Unit price — 0.

List of orders

Orders in the list are displayed in the form of cards.

An order card includes the following elements:

  • Header:
    • Menu — click  to view available operations for an order among the following:
      • Cancel — for orders in the Waiting for payment and Waiting for provisioning statuses (see Cancel order). Linked payments are canceled and excluded from the list of payments.
      • Edit — for orders in the Waiting for payment status (see Edit order).

    • Order type.

      The type of order is defined by an operation that led to its creation:

      • Sales order — purchasing a new subscription (see Buy subscription).
      • Change order — increasing or reducing the quantity of resources in a subscription (see Change resources).
      • Renewal order — renewing a subscription to another period (see Renew subscription).
      • Prolong order — prolonging a subscription to the next month (see Prolong subscription).
      • Switch plan order — changing the plan of a subscription (see Switch plan).

    • Order number.

    • Order status.

      • Waiting for payment — an order is created, and payment is pending. For prepaid subscriptions only. To complete the order, complete the linked payment (see Pay payment).
      • Waiting for provisioning — an order is confirmed. The order provisioning is scheduled at the Provisioning date. For delayed orders only.
      • Provisioning — a confirmed order is provisioning.
      • Provisioning failed — an error occurred during the order provisioning. Contact technical support.
      • Completed — an order is confirmed and provisioned.
      • Cancelled — an order is cancelled manually or automatically.

  • Order creation date.
  • Order provisioning date — for delayed orders.
  • Created by — who created an order: a user of an account (with the name), a manager (without name), or it is an order created automatically.
  • Related invoice — a link to the related payment (if any). To complete an order in the Waiting for payment status, you need to pay this payment (see Pay payment).
  • Subscription — a link to the related subscription with its ID and name (see Subscription details).
  • A warning that the payment amount may change — only for postpaid subscriptions if the plan currency differs from the reseller currency. All prices in the order are fixed in the plan currency. The corresponding invoice in the reseller currency will be issued at the beginning of the next month, and the exchange rate may change by that moment. Taxes added to the invoice may also change its amount.
  • A table with ordered items:
    • The name of a resource, the ID and name of a subscription, the covered period, and the type of charge.
    • The number of purchased units of a resource or service.
    • The unit price of a resource or service in the plan currency — only for postpaid subscriptions if the plan currency differs from the reseller currency. All prices in the order are fixed in the plan currency. The corresponding invoice in the reseller currency will be issued at the beginning of the next month, and the exchange rate may change by that moment.
    • The unit price of a resource or service.
    • Discount.
    • The covered period (in months). The period is not specified for one-time payments (for example, the setup fee).
    • The amount considering the quantity, unit price, period, and discount.
    • The total amount of an order.
    • The name, rate, and amount of every applied tax (if any) — click a link to view details:
      • Tax included — taxes are included in the prices. If only one tax is applied, its name and rate are displayed.
      • Tax not included — taxes will be calculated and added to the order amount later by a third-party system.
  • Add Purchase Order information — for sales orders only. Additional information about the order from the customer's purchasing system (PO).

Additional information about the order from the customer's purchasing system

You can enter or remove order information from your purchasing system (PO) for any order in your account. This information is optional, but some vendors may require it to confirm purchase.

To view the order information, click Add Purchase Order information. A group of fields appears:

  • PO Number — the order number in your purchasing system.
  • PO Document — the order file from your purchasing system. If you need to download the file, click .

If you need to update the order information:

  1. If the order information is already specified, click Edit. The fields become available for editing.
  2. In the PO Number field, enter the new order number in your purchasing system (up to 100 characters).
  3. In the PO Document field, click Edit (or Attach file) and upload the new order file from your purchasing system.

    The order file must contain:

    • Contact information of the reseller.
    • Contact information of the customer.
    • Signature and company stamp.
    • Number and date of the order.
    • Name, quantity and price of the product.

    The file must be non-editable (for example, PDF), and its size must be under 2 MB.

  4. Click Save.

If you need to delete the order information:

  1. Click Edit. The fields become available for editing.
  2. Clear the PO Number field.
  3. In the PO Document field, click Delete.
  4. Click Save.