View and Manage Customer Orders in GrowCRM

Explore every completed purchase in one place — view billing details, order status, add-ons, and form submissions for one-time and recurring orders.

The Orders screen is your central record of every purchase that flows through the Products & Services module. Every time a checkout completes — whether it’s a one-time payment or the start of a recurring subscription — GrowCRM automatically creates an order. This page explains where to find orders, what each section of an order contains, how to interpret order statuses, and what to expect when you delete an order.

Who Can See Orders

Access to orders depends on the viewer’s role:

Team Members

Any team member with the Services module permission can view all orders across every client in your account.

Clients

Clients can only see their own orders, listed under Services → Orders in their client portal.

Where to Find Orders

Navigate to Products & Services → Orders from the main sidebar. Each row in the list represents a single completed checkout. Click any row to open the full order detail view.

Order Details Sections

Opening an order reveals several collapsible sections. Each section captures a different aspect of the purchase at the moment of checkout.

Section	Contents
Billing	Billing type (one-time or recurring), amount charged, quantity and units for unit-priced services, and the current order status.
Subscription	(Recurring orders only.) The Subscription ID, subscription status, billing cycle, and the date the subscription was last renewed.
Add-ons	Any paid or free options the customer selected during checkout.
Service	The name and description of the service exactly as it appeared at the time of purchase.
Form Submission	The customer’s answers to the custom order form, if one was attached to the service.

Orders capture a permanent snapshot of every detail — price, options, and service information — exactly as they were at checkout. If you later edit or delete the service, those historical orders remain unchanged.

Order Statuses

Each order carries one of five statuses that reflect where it is in its lifecycle. You can filter the Orders list by status to quickly find the records you need.

Status	Meaning
New	The order was just created after a completed checkout and no work has started yet.
In Progress	Work on the order is underway.
Completed	The order has been fulfilled and marked done.
Failed	Something went wrong — typically a payment issue — and the order could not be completed.
Cancelled	The order or its linked subscription was cancelled.

You can update an order’s status manually from the order detail view at any time as you progress through delivery.

Deleting an Order

Deleting an order is permanent and has downstream consequences. Review both points below before proceeding.

When you delete an order:

• The linked project is also deleted. If checkout automation created a project when the order was placed, that project is removed along with the order.
• No refund is issued. Deleting an order in GrowCRM has no effect on your payment gateway. To refund a customer, go directly to your Stripe or PayPal dashboard and process the refund there.

To delete an order, open the order detail view, click the action menu in the top-right corner, and select Delete Order. Confirm the prompt to proceed.

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Subscription Management

Learn how renewal billing works and how to cancel a recurring subscription.

Checkout Automation

Configure what GrowCRM creates automatically when an order is placed.