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Payment verification and shipping

Verify payment proofs on ecommerce / pay-later orders, then mark delivery orders Shipped with a courier tracking ID.

Who and where​

  • Roles: Admin only for mutate (verify, reject, mark shipped). Accounts can view payment and shipping on the board/detail but cannot change them.
  • Route: /orders → open Order Detail
  • Nav: Sidebar → Orders

Related: Admin Orders board.

Payment status labels​

BadgeMeaning
Payment PendingAwaiting verification
Payment VerifiedAccepted; order can move to Processing
Payment RejectedRejected; reason shown under Payment
Pay LaterCustomer deferred payment
Not RequiredNo payment check needed for Processing

Payment method badges when set: Cash on Delivery, Razorpay.

1. Open payment on an order​

  1. Open Orders and find the order (often Payment Pending or Pay Later).
  2. Open Order Detail.
  3. Scroll to Payment.
  4. For COD ecommerce copy may show Pay with cash when order is delivered.
  5. For Razorpay / screenshot flows, open the payment image with View when a screenshot is present.

Payment section

2. Verify payment​

  1. With Payment visible and mutate access (admin), click Verify.
  2. Confirm the badge becomes Payment Verified.
  3. Use Change Status → Processing when production should start.

Without verified (or not-required) payment, Processing is rejected by the API (Cannot update status).

3. Mark payment pending again​

  1. In Payment, click Mark Pending.
  2. Confirm the badge returns to Payment Pending.

4. Reject payment​

  1. Click Reject to open the reason form.
  2. Enter Reason for rejecting payment.
  3. Click Confirm Reject.
  4. Empty reason shows toast Reason required.
  5. Confirm badge Payment Rejected and the stored reason under Reason:.

5. Ship a delivery order (tracking ID)​

Shipping type Add Shipping Address (delivery) requires a tracking ID before Shipped. Pickup (Pick Up at Shop) and store (Ship to My Store) do not open the tracking modal for that rule.

  1. On the card or in detail, choose Change Status → Shipped, or drag the card to Shipped.
  2. When prompted, complete Enter Tracking ID.
  3. Description: Add the courier tracking ID for order {id} before marking it as Shipped.
  4. Enter Tracking ID (placeholder example: e.g. TRK-ABC123).
  5. Click Mark as Shipped (loading: Shipping...). Cancel aborts.
  6. Empty field: Please enter a tracking ID.
  7. In detail under Shipping, confirm Tracking ID: shows the value.

Enter Tracking ID

6. Review shipping without shipping yet​

  1. Open Order Detail → Shipping.
  2. Confirm type badge and address fields.
  3. Tracking appears only after it was saved on ship (or via status update with tracking).

Checklist​

  • Screenshot reviewed before Verify when one exists.
  • Reject reasons are clear for the customer / accounts follow-up.
  • Delivery orders always get a tracking ID before Shipped.
  • After verify, move to Processing so workflows can start for custom items.