Orders & Customers
Find, edit, cancel and refund orders, work with pending orders, and help customers with their accounts.
Articles in this collection
- How to add credits to a customer account
Add store credit to a customer's account, see how credits pay for orders at checkout, and expire unused credits.
- How to cancel a customer meal plan subscription
Cancel a customer's meal plan subscription for them in one click, or pause, comp or change it from the plan page.
- How to cancel a customer order
Cancel a customer's order in one click from the order page, refund it if needed, and reactivate it just as easily.
- How to create a gift card from the admin
Create a gift card from the admin with New Gift Card: set its amount, expiry, customer and code, then share it with a customer.
- How to create a standalone payment
Charge a customer's saved card outside a normal order, for catering or extras, and email them a receipt.
- How to reset a customer password
Help a customer who forgot their password or is locked out: send a reset email or set a new password from the admin.
- How to find an order
Find any order on your Eat Fresh site fast: by order number, filters, the customer's record, or the dashboard.
- Duplicate order checks: catch double orders and alert your staff
How your Eat Fresh site catches duplicate orders before charging, holds them for review, and emails staff when help is needed.
- Email Logs: see every email your site sent
Check whether an email to a customer was sent and delivered, find out why one failed, and resend emails.
- Dashboard action items: what needs your attention
Your Eat Fresh admin dashboard flags what needs attention: orders missing details, duplicate orders, billing holds and more.
- How to apply a courtesy discount to a pending order
Give one customer a discount on a single pending order, even when their code expired, with the reason recorded.
- How to find a customer
Find any customer in seconds by number, name, email, phone or address, and open their orders, plans and credits.
- How to refund a customer
Refund a customer in full or in part, to their card or as account credit, from the order or payment page.
- How to view and edit an order
Open any order to see every detail and its payments, change the location or delivery date, and print labels.
- How to impersonate a customer
Log in as a customer to see your site exactly as they do, place an order for them, or walk them through checkout.
- Pending orders: what they are and how finalizing works
What a pending order is, how carts and meal plan renewals finalize and charge, and how to finalize, fix or clear them.
- How to view and edit order minimums
Set a minimum number of items or order total, with a higher minimum for delivery, so every order is worth making.
- What happens when a menu closes
What your Eat Fresh site does at the order cutoff: closes ordering, clears unfinished orders, and opens the next menu on time.
- Customer addresses: primary, delivery and billing
How customers save home, work and billing addresses on your Eat Fresh site, and how staff see and edit them.
- Spam checks: keep fake signups and bounced emails out
Keep bots and fake signups out of your contact form, email list and accounts, and handle email addresses that bounce.
- How a customer can view and print their orders
Where customers see their pending and past orders, print a receipt, and cancel a pending order, and how staff see the same page by impersonating.
- Gift Cards page: find, change and track every gift card
Find any gift card by code or customer, see its full history, change its balance, expiry or status, and email it again from the Gift Cards page.
