Service orders
Follow commissioned work from payment to delivery, handle revision requests, and cancel with a refund.
When someone buys a service or accepts a custom offer, you get a service order. It holds their brief, the deadline, and every delivery and revision request, so the whole back-and-forth is in one place. Find them in Commerce → Service orders. The orders for a single service are also on that service's Orders tab.
How an order moves
The buyer pays
The order starts In progress. The buyer gets a receipt, everyone on your team gets a new order email, and the deadline starts counting from the payment.
You deliver
Select Deliver work, write a message and attach files. The order becomes Delivered and the buyer gets an email with your message and files.
The buyer reviews it
They can select Mark completed to accept the work, or Request revision if they have revisions left. A revision request sends the order back to In progress and you get an email with what they want changed. Deliver again when you're done.
The order completes
It becomes Completed when the buyer accepts it, or on its own seven days after your latest delivery if they don't ask for changes. The payment, held since they paid, is then paid out to your Stripe account. You both get an email.
Find an order
The list has tabs for All, In progress, Delivered, Completed and Cancelled, and a search box. Each row shows the buyer, the status, the order code and email, the service and package or "Custom offer", the due date or the date you delivered, and the amount.
| Status | Meaning |
|---|---|
| In progress | Paid, and waiting on you. Also where it returns after a revision request. |
| Delivered | You've delivered. Waiting for the buyer to accept or ask for changes. |
| Completed | Accepted by the buyer, or completed after seven days. The payout is released. |
| Cancelled | You cancelled it and the buyer was refunded. |
Checkouts the buyer hasn't paid for yet aren't in the list. If you open one from a link, it's marked Checkout with a "Waiting for payment" note, and the work starts on its own once they pay. One that was never paid is marked Unpaid.
The order page
- The summary shows the Buyer, with a link to their contact record, the Service and package, the Amount with any discount or refund, Revisions used out of those included, the Delivery time with its due date, and when it was Ordered.
- Requirements is the buyer's brief, or your brief for a custom offer.
- Timeline lists everything in order: when it was ordered, each delivery with its message and files, each revision request, and when it completed or was cancelled.
- Once delivered, a note shows the date it completes and the payout is released.
Deliver work
On the order page, select Deliver work.
Write a Message saying what you did and anything the buyer needs to know. It's required.
Add Files by dropping them on the upload area or choosing them from your computer. Wait for them to finish uploading.
Select Deliver.
You can deliver again while the order is In progress or Delivered. The button reads Deliver again after the first delivery. A fresh delivery to fix a mistake doesn't use up one of the buyer's revisions, and each one restarts the seven-day clock.
Cancel and refund
While an order is In progress, you can call it off.
- Select Cancel and refund.
- Confirm with Cancel and refund. Keep the order backs out.
The full amount goes back to the buyer's card and they get an email saying the order was cancelled. A cancelled order can't be reopened.
Once you've delivered, you can't cancel from the dashboard. Buyers who want to cancel or have a problem are pointed to support@lahuta.org from their order page.
Emails
| When | Buyer gets | Your team gets |
|---|---|---|
| They pay | A receipt with a Follow your order link | A new service order email |
| You deliver | Your message and files, and a Review the delivery link | Nothing |
| They request a revision | Nothing | What they want changed |
| The order completes | A completion email | A completion email |
| You cancel | A cancellation email with the refund amount | Nothing |