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The Orders and Customers sections of your Pocketsflow dashboard are your control center for day-to-day operations. This guide explains how to use them for support, reconciliation, and growth.

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Orders

An order represents a completed checkout. In the Orders view, you can typically see:
  • Order ID and date.
  • Buyer details (for example, email and name).
  • Product(s) purchased.
  • Amount paid and currency.
  • Status (for example, completed, refunded).
Use the Orders view to:
  • Confirm whether a buyer’s payment went through.
  • Issue refunds in line with your Refund Policy.
  • Review which products are selling best over a chosen time period.

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Order details

Clicking into an individual order usually shows:
  • Line items (products and quantities).
  • Fees and net amount.
  • Payment method and last four digits of card (if applicable).
  • Links to related subscription or invoices, if relevant.
This detail is helpful when:
  • Handling support tickets (“Did I get charged twice?”).
  • Reconciling payouts and accounting.

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Customers

The Customers view aggregates information at the buyer level. Typical fields include:
  • Name and email.
  • First and most recent purchase date.
  • Total spend.
  • Products purchased and active subscriptions.
Use this view to:
  • Identify your best customers.
  • See which products specific buyers own.
  • Provide personalized support or upgrade offers.

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Searching and filtering

Both Orders and Customers views often support:
  • Search by email, name, or ID.
  • Filters by date range, product, or status.
These tools are essential when:
  • Investigating anomalies.
  • Preparing targeted outreach.
  • Answering time-sensitive support requests.