View Orders

A live, high level overview of all orders

The FlexPay Merchant Portal Orders view provides the tools to effectively track finance applications, monitor performance, and ensure smooth order fulfilment so you can stay on top of your financed orders.

❗️

Don't Forget

FlexPay is a digital credit account which can be re-used, meaning that you will see both new finance applications and existing finance account purchases

Real-time Order Tracking

The Orders view is a powerful window into finance activity on your website which will update on screen in real time as new customer finance applications or orders commence or progress.

This will give you instant visibility into all finance activity through your website. The interactive summary provides a clear overview of each application, including, date and time of submission, total purchase amount, the lender that has processed the application decision, current application status and your relevant transaction references for easy identification and reconciliation.

Filtering and Sorting

The Orders view allows you to easily navigate your order list by applying filters based on various criteria such as date range and application status.

Effortless Search Functionality

Using the built-in search function in the Orders view you can quickly locate specific applications and purchases. Enter keywords such as your transaction reference numbers, or even order amounts to instantly find the orders you need.

Exporting Data

For those who need access to raw data, the Orders view enables you to also export your view into a CSV file for use in other software. Whether for reporting, analysis, or archival purposes, this function ensures that the data you need is readily available, reflecting any filters or sorting you've applied for accuracy and relevance.

Detailed Order Information

Clicking on any order within the Orders view will provide you with a comprehensive overview of all relevant details of the order as well as the corresponding finance application or finance account purchase, whether complete or in progress.

This includes customer information (with privacy controls in place to secure personal data)), breakdown of the finance purchase items in the customer basket, status history of the application or finance account purchase, and any additional notes or updates related to the financed order.


Header Description
Merchant The name of business or brand that was used for FlexPay
Lender The lender that has processed the application decision, for example Black Horse or Newpay
Merchant Order ID Your own unique merchant order reference
Lender Reference The lenders unique order reference
Amount The total order amount
Creation Date The date and time the order was presented
Status The current state of the transaction
Customer Name The first and last name of the person who carried out the order
Channel The channel in which the order was created e.g. online/instore