Help · Guides · Orders & Customers

Look after orders and customers.

Edit and invoice orders, manage contracts and subscriptions, handle requests in your team as tickets and tasks: the daily work after the purchase.

Guides
Explained step by step
5
Orders
Edit, invoice, return
clean
Customer service
Tickets and tasks
as a team

Orders & Customers

Choose your guide.

What happens after the purchase: documents, recurring invoices and contact with your customers.

5 guides

Processing Orders

Modify orders, add or remove items, create invoices, and process returns as invoice corrections.

Manage Customers

Customer list, address book, customer number, customer group, password link, log in as customer, locking, deleting, guests and address validation.

Statistics & Reports

Dashboard, sales report, profit per order and bundle, the sold column, orders by country, Excel export, xoStats and “Who is online”.

Contracts & Subscriptions

Create contract items, set payment intervals and pricing basis, generate follow-up invoices, and manage payment reminders and cancellations in the customer account.

Tickets & Tasks

Tickets and internal tasks within the team: new interface, responsibility, tickets from orders, emails to tickets, and permissions.

Didn't find what you need?

We support your processes.

Invoices, contracts and tickets should fit the way you work. If you want to set up or change a process, we are happy to discuss it personally.

In this area
  • Processing Orders
  • Manage Customers
  • Statistics & Reports
  • Contracts & Subscriptions
  • Tickets & Tasks