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Orders Dashboard

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Overview

The Orders dashboard provides a comprehensive view of all your TryNow order details. This guide will walk you through the functionalities available on the dashboard.

Navigating the Dashboard

Viewing Order Details

Order Actions


Navigating the Dashboard

Filtering Orders

You can filter the Orders dashboard in several ways:

  • Time Range: Select a specific date range to view orders placed within that period.
  • Order Status: Filter by current order status.
  • Order: Search for a specific order or shopper. Our system will generate all potential matches.

Exporting Orders

Once you’ve applied the desired filters, you can export the order details into a CSV file.

The export will contain:

  • Order information: order ID, creation date, charged date, order status
  • Shopper information: customer name, customer email, card brand
  • Transactional details:
    • Order details: initial total order value when the order is created
    • Authorized amount: current authorized amount on the order
    • Upfront paid amount: upfront paid portion of the order for any buy now items
    • Captured amount on authorization: any captured amount on the authorization

Viewing Order Details

Clicking on any order from the dashboard will open up the detailed order view.

The order details consist of:

  • Line Item Breakdown: A detailed list of items within the order with corresponding price and quantity. Note that the order details include buy now items, and the selling plan Try Before You Buy is only included on TryNow items.
  • Returns Details: Information on any returns associated with the order, including when returns were initiated and accepted
  • Shopper Details: High-level shopper information.
  • Trial Plan Details: Information on the trial plan associated with the order, including the trial period length, any extensions, and post-trial charge delay.
  • Authorization Details: Insights into the active authorization, including the current state of the authorization and amount authorized.
  • Timeline of Events: A chronological view of all actions and updates to the order, such as order placement, returns, and transactional emails to the shopper.

Order Actions

Extend the Trial

To extend a shopper's trial, open the Order Details page and click Extend Trial on the top-right corner.


The following modal will appear. Enter in the number of days you want to add to the trial length and click Extend Trial.


Manually Close an Order

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TryNow closes orders automatically

Note: TryNow will capture the correct amount automatically, so this action should not be necessary. However, we understand that there can be extenuating circumstances that require manual processing, which is why we provide this feature.

Open the Order Details page and click Review Charges on the top-right corner.


The following modal will appear, which will show:

  • How much our system will capture on the authorization
  • How much our system will refund on the paid amount for any buy now items returned
  • Which items our system will automatically restock, depending on your returns settings

You can adjust any of the amounts and any of the restocking quantities. Click Close And Capture Order, which will immediately trigger payment capture, any refunds, and any restocking as noted in the modal.


View in Shopify

To open the order in Shopify from the TryNow portal, click on the More button and select View in Shopify. This will open a new tab with the Shopify order details for this particular order.

Updated about 1 month ago