Order Statuses

From WHMCS Documentation

Revision as of 21:30, 14 April 2022 by SarahK (talk | contribs)

Order statuses allow you to better organise your workflow.

You can access this feature at Configuration () > System Settings > Order Statuses or, prior to WHMCS 8.0, Setup > Other > Order Statuses.

Core Statuses

The order system has four core statuses. These are Pending, Active, Fraud, and Cancelled. The system sets orders to these automatically when various events occur. For example, when a fraud protection module flags an order as fraudulent, the system sets it to "Fraud. You can't change the names of these statuses, but you can still edit their color and the way the system handles them.

This is useful products that take longer to complete, like dedicated servers or website design. It allows staff members to see more detailed updates on the progress of the client's order. For web design, statuses like Awaiting Approval, Design Sent or Pending Revisions may be appropriate. For dedicated servers' statuses, you could use Building or Software Configuration.

You can add more statuses, which will then appear in the admin order details page as options for you to assign orders. The options you select allow you to determine how the system handles them (see below). You can change the status of an order on the Order Details page.

Status Options

For each order status, you can set the following attributes:

  • Status Color — A six-digit hexadecimal representation of the color to display that status in.
  • Include in Pending — Check this box to include the status on Pending orders (Orders > Pending Orders)
  • Include in Active — Check this box to include the status on Active orders (Orders > Active Orders)
  • Include in Cancelled — Check this box to include the status on Cancelled orders (Orders > Cancelled Orders)
  • Sort Order — This determines the display order for statuses.