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How to View and Manage Orders in MONDAi

Access your full order history, filter by status, view transaction details, and take actions on individual orders.


Your orders dashboard is the complete record of every transaction in your business. Paid enrollments, subscription renewals, refunds, failed payments. Having a clean view means fast support responses and accurate revenue reconciliation.

Steps

  1. Navigate to Orders

    Go to Commerce → Orders. The list shows all transactions with contact name, product, amount, status, and date.

  2. Filter by status

    Use status filters: Paid, Pending, Refunded, Failed. For monthly reconciliation, filter to Paid with the relevant date range.

  3. Open an order

    Click any order for the full detail: contact info, product, payment method, and transaction ID.

  4. Take action

    From the order detail: Refund (full or partial), Resend Receipt, or View in Stripe to open the transaction directly in Stripe.

  5. Export for accounting

    Use the Export option with a date filter to download a CSV for your accountant or bookkeeping software.

Common mistakes
  • Using Orders as your only financial record. Stripe is the authoritative financial record. MONDAi orders give you the CRM-connected view. Reconcile both regularly.
  • Exporting without filtering. An unfiltered export is your entire order history. Filter by date range before exporting for a specific period.

Still stuck?

Press ⌘K to search every article, or email support@mondai.io.

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