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Order Customer Section

The Customer card on an order shows who the order is for, with their contact information and their shipping and billing addresses, and it is where you attach a customer or edit those details.

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The Customer card in the right column of an order shows who the order is for. It holds the customer's contact information and the addresses you ship to and bill, and it is where you attach a customer to the order or correct any of those details. This article explains each part of the card and what you can do from it.

You find this card in the right column when you open an order under Orders.

Before you begin

  • Your role includes View orders.
  • Open Orders in the admin sidebar and open the order you want to work on.

The Customer card

The card is headed Customer with a more-options menu on the right. Below the heading is a Search or create customer field for attaching a customer, and then three labeled sections: Contact information, Shipping address, and Billing address. When no customer is attached, these sections read as empty, with lines such as No email provided and No shipping address provided.

Contact information

The Contact information section shows how to reach the customer: their email address and their phone number. The email is a link you can click to start an email. When a detail has not been given, the card says so, such as No phone number provided, so you can tell what is missing rather than wondering.

Shipping and billing addresses

The card shows two addresses, each with the customer's name and full address.

  • Shipping address is where the order is sent. Check it before you fulfill the order, since a wrong address is a common cause of a lost delivery.
  • Billing address is the address on record for payment. It often matches the shipping address but can differ, for example for a gift or a business purchase.

Attaching or editing the customer

The card is also where you set who the order is for.

  • Search or create customer lets you attach an existing customer by searching for them, or add a new one, when the order has no customer yet.
  • The more-options menu at the top right of the card opens Edit contact information, Edit shipping address, and Edit billing address, so you can correct the email, phone, or either address without leaving the order.

Best practices

  • Confirm the shipping address before you fulfill, so the package goes to the right place.
  • Keep the email correct, since order confirmations and shipping updates are sent to it.
  • Check the billing address when it matters, for example on a business order that needs an invoice to a company address.

Common mistakes

  • Fulfilling before checking the shipping address, which sends the order to an old or wrong address.
  • Assuming billing and shipping are the same, when the customer meant them to differ.
  • Leaving the customer off the order, so there is no contact address for confirmations and updates.

Next steps

Still stuck?

More in Orders

  • Create Draft Order

    Create an order yourself for a phone, email, or in-person sale, then send an invoice, mark it paid, or save it as a draft.

  • Refund an Order

    Refunding an order returns money to the customer for the items you choose. On the Refund page you pick how many of each item to refund, write a reason for your own records, and set the refund method and the amount, up to the amount still available. Refunded items are removed from the order, and the refund is recorded on it. To change prices or quantities instead of returning money, edit the order rather than refunding it.

  • Fulfill an Order

    Fulfilling an order marks its items as shipped once they have gone out. On the fulfillment card you select Mark as fulfilled, tick the items you are shipping, optionally print the packing slip for the parcel, and confirm. The order then moves to Fulfilled. This article walks through marking an order fulfilled from its fulfillment card.

  • Order List Views and Filters

    The Orders list has saved views along the top, shown as tabs with a live count, so you can switch between sets of orders such as Unfulfilled or Unpaid with one click. Below them a search box finds orders by number, customer, or email, and you can add your own views and manage the columns. This article explains the views, the search, and the columns on the Orders list.

All 39 articles in Orders

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