[Elective Guide] - Using the Orders Dashboard

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Overview

The Orders Dashboard is where you can find a complete history of your successful orders and issue refunds or process cancellations.

 

 

Using the Orders Dashboard

The orders dashboard provides the following information:

Key Terms Description
Purchase Date In Coordinated Universal Time (UTC)
Customer The customer's full name
Checkout The name of the product that was purchased
Type

The source of the order:

Funding: Learn Now, Pay Later (LNPL) orders

In-House: Payment Plan Management (PPM) orders

Term This is the length of the payment plan in months
Order Total This is the total price of the product
Fees The Elective fees associated with your order
Net Amount The net payout that you receive associated with the order
Status

This describes the current state of the customer's payment plan:
Approved: the customer has successfully purchased
Pending Payment: the customer purchased using direct debit and the payment has not yet cleared
First Payment Failed: the customer attempted to pay using direct debit but the transaction did not go through
Refunded: a refund has been successfully processed

Cancelled: a cancellation has been successfully processed

Three Dot Menu A 'Refund' or 'Cancel Order' button will show here when an order has been confirmed. You can use this button to initiate a refund or cancellation through Elective.

Exporting Order Data

You can export all of this information using the 'EXPORT CSV' button on the top of the dashboard.

 

 

Issuing a Refund

Processing a refund for a customer using Elective is similar to processing any regular refund and is still subject to your own refund policy. You can issue a refund through the Orders dashboard by clicking the 'Refund' button to the right of any order. At that point, Elective will automatically cancel any outstanding payments associated with the order and any payments received from the customer will be refunded back to the original payment method used.

Cancelling an Order 

Processing a cancellation for a customer using Elective is similar to processing refunds and is still subject to your own cancellation policy. You can cancel through the Orders dashboard by clicking the 'Cancel Order' button to the right of any order. At that point, Elective will automatically cancel any outstanding payments associated with the order.

 

Need More Help?

We're happy to answer any questions you might have. Reach out to us at help@elective.com and we'll help you get up and running!

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