Orders and Transactions

When a respondent submits a form that includes product selections and payment, WittyForm creates an order record that ties together the customer information, purchased items, and payment transaction. The orders dashboard gives you a centralized view of all sales activity.

Viewing Orders

Navigate to Ecommerce > Orders to see all orders across your forms. The order list shows each order with its order number, customer name, date, total amount, and current status. Click on any order to view its full details.

Use the search bar to find orders by order number, customer name, or email. Filter by date range, status, or form to narrow the list.

Order Status Tracking

Every order has a status that reflects where it is in the fulfillment process:

• Pending: The order has been placed but payment has not been confirmed yet. This is a brief state that resolves automatically once Stripe processes the payment.
• Paid: Payment has been successfully processed. The order is ready for fulfillment.
• Fulfilled: You have completed the order (shipped the product, delivered the service, or provided the digital download).
• Refunded: The payment has been refunded to the customer.
• Cancelled: The order was cancelled before fulfillment.

Status changes are logged in the order timeline so you always have a complete history.

Order Details

The order detail view includes:

• Items: Each product the customer selected, including the variant, quantity, and individual price.
• Quantities: How many of each item were ordered. If a customer ordered multiples of the same product, it shows as one line item with the quantity.
• Total: The total order amount including any applicable calculations.
• Customer info: The customer's name, email, and any additional information captured by the form.
• Payment details: The Stripe payment ID, payment method (last four digits of the card), and transaction timestamp.
• Form submission: A link to the full form response associated with this order.

Fulfillment Workflow

After an order is marked as Paid, you handle fulfillment based on your product type. For physical products, this means shipping the item. For digital products, you might send a download link. For services, you schedule or deliver the service.

Once fulfilled, click Mark as Fulfilled on the order. You can optionally add a tracking number for physical shipments, which is stored on the order record. If you have configured submitter confirmation emails, WittyForm can automatically notify the customer that their order has been fulfilled.

Exporting Order Data

Export your orders as a CSV file for accounting, inventory management, or analysis in external tools. Go to Ecommerce > Orders and click Export. You can export all orders or only those matching your current filter criteria. The CSV includes order number, date, customer details, items, quantities, totals, status, and payment information.