Order Details
What is this?
A single order's full record: overview, tax breakdown, KYB/KYC status, related orders for the same client, line items, linked invoices, linked transactions, and internal notes.
How to open it
Billing → Order → Order List, then click any Order ID. Direct URL pattern: /order/view?order_id=OR-XXXXX.
How to use it
- Check the top summary (Billed to date, Paid, Due, number of invoices) for a quick financial snapshot.
- Switch between the Items, Invoices, and Transactions tabs to see everything linked to this order.
- Add an internal note or attach a file from the Internal Notes card if needed.
Fields and options
| Field/Option | What it does | Example | Important notes |
|---|---|---|---|
| Paid / Due | Reflects transactions recorded against this order's invoice(s) | Paid $20.00 / Due $21.00 | Confirmed to update correctly and immediately after recording a transaction |
| Invoices tab | Lists every invoice generated for this order | NI-00018 | An order can have more than one invoice over its life |
What happens after saving?
Adding an internal note is saved immediately and is visible on refresh; it is marked as staff-facing and was not observed on the client-facing invoice PDF.
Common problems
Problem: "Last transaction" shows None even though a payment was just recorded.
Why it happens: Confirmed during this audit — the Paid/Due totals update correctly, but this particular summary field did not reflect the most recent transaction in the one case tested.
How to fix: Check the order's Transactions tab or the linked invoice for the authoritative payment record; this is logged as Needs Verification with the product team.