Kanorio

Order and Customer Management

About 8 min

After a buyer completes payment, Kanorio creates an order record in the backend and adds the buyer to the website's customer list. You can view product details, payment status, refund history, and buyer information all in one place, without needing to check the payment gateway provider's backend for order details.

Where to View Orders

Navigate to Store → Transactions in your backend (https://app.kanorio.com/store/transactions). The Transactions page lists all current orders for your website, including order number, buyer, product, amount, currency, payment status, and creation date.

Clicking on an order reveals more comprehensive details, such as:

  • Buyer's name and email.
  • A snapshot of the purchased products and plans.
  • Breakdown of the amount, platform fees, and payment method.
  • Refund and access status.
  • Transaction information corresponding to the payment gateway.

Understanding Order Status

StatusPlain Language ExplanationWhat You Typically Need to Do
Pending PaymentCheckout initiated, but payment not yet successfulWait for payment completion or timeout
PaidPayment gateway has confirmed receipt of fundsProvide service or track sales according to your product rules
Partially RefundedA portion of the amount has been refundedConfirm if the buyer still retains content access
RefundedThe full refundable amount has been refundedDecide whether to revoke content access based on your rules
Payment FailedPayment was not completed by the gatewayNo content delivery required
ExpiredCheckout timed out without completionNo manual action required
DisputedBuyer has initiated a dispute through the payment service or card issuerRetain evidence and respond to notifications

Search, Filter, and Export

You can search the Transactions page by order number, buyer name, email, or product name. You can also filter by order status, product, and date range.

To organize your accounts or provide data to your accountant, apply your desired filters first, then use the export function to download a CSV file of the current list. CSV files can be opened with tools like Excel or Google Sheets.

Where to View Customers

Navigate to Store → Customers (https://app.kanorio.com/store/customers) to view buyers who have purchased from your website. Customer data is managed separately per website; you will only see customers for your own site and not those of other sellers.

The Customers page is useful for:

  • Viewing a buyer's past orders.
  • Helping buyers confirm past purchases.
  • Checking order history when addressing refund or content access issues.

Do I Need to Manage Orders from Different Payment Gateways Separately?

No. Kanorio stores transaction and customer data in a unified format, allowing you to view all orders on a single Transactions page. Payment details from different gateways will be indicated by the payment method shown on the order.

Frequently Asked Questions

The buyer may not have completed the payment, or the payment gateway has not yet returned a success confirmation. Non-instant payment methods like ATM transfers or convenience store codes typically require more time.

No. Orders retain a snapshot of the products and plans at the time of purchase to prevent subsequent price changes from affecting historical records.

Orders are the basis for transactions and content access and generally should not be deleted. For refund or buyer permission issues, please use the refund and revoke access functions.

First, check the currency column and the refund status. Cross-currency transactions, partial refunds, and different payment methods can affect how amounts are interpreted. Please refer to the order details and payment gateway reconciliation data for accuracy.

Please follow the procedures advised by the payment service or card issuer first. Do not issue duplicate refunds before confirming the process. For more details, please read the Consumer Dispute Resolution Guide.

Order and Customer Management | Help Center | Kanorio - Kanorio