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: 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!