Order Management Features

ServiceEZ provides a comprehensive set of features for managing orders. This guide will walk you through the key functionalities and how to use them effectively.

Order List

The order list page provides an overview of all your orders. Here's what you can do:

• View all your orders in an easy-to-read table format
• Search for specific orders by ID, client name, service name, or status
• Filter orders by status (All, Pending, Completed, Cancelled)
• Navigate through your orders using pagination
• Perform quick actions like viewing order details

Order Details

When you click on an order, you'll see a detailed view of that order:

1. Order Information

   • View order ID, creation date, and current status
   • See client details including name, email, phone, and address
   • Check payment status and method

2. Order Items

   • View the main service package ordered
   • See any add-ons included in the order
   • Check quantities and individual prices

3. Financial Summary

   • View subtotal, discounts (if any), and total amount
   • See Stripe payment details if applicable

4. Actions

   • Update order status (Pending, Completed, Cancelled)
   • Copy invoice URL to share with clients
   • Delete the order if necessary

Invoice Management

ServiceEZ provides a dedicated invoice page for each order:

1. Invoice Details

   • View invoice number, amount due, and due date
   • See client information and service description

2. Payment Processing

   • For unpaid invoices, clients can make payments directly through the invoice page
   • Secure payment processing using Stripe integration
   • Support for credit/debit card payments

3. Post-Payment

   • View payment confirmation and amount paid
   • See updated order status after successful payment

Key Features

• Real-time Updates: Order statuses and payment information update in real-time
• Flexible Search and Filtering: Easily find the orders you're looking for
• Detailed Order Information: Get a comprehensive view of each order
• Integrated Payment Processing: Allow clients to pay invoices directly through the platform
• Status Management: Easily update and track the status of each order
• Invoice Sharing: Quickly share invoice URLs with clients for easy payment

By leveraging these features, you can efficiently manage your orders, from creation to payment and completion, all within the ServiceEZ platform.