Skip to main content

View Orders

View and manage all guest upsell orders in one place, including booking details, pricing, payment status, and order actions.

Written by Cathy Yap

Keep track of every upsell purchased by your guests in one place. The View Orders page gives you a complete overview of purchased add-ons, including guest and booking details, pricing, payment status, property information, and order actions.


๐Ÿ“ How to Access Upsell Orders

From your ChargeAutomation dashboard: Upsell โ†’ View Orders


๐Ÿ“Š Understanding the Upsell Orders Table

The View Orders table provides the following information:

  • ๐Ÿ†” ID โ€” The unique reference number assigned to the upsell order.

  • ๐Ÿ“… Purchased Date โ€” The date the guest purchased the upsell.

  • ๐Ÿ‘ค Booking Info โ€” The guest's name and Booking ID or reference number.

  • ๐Ÿ—“๏ธ Date โ€” The reservation's check-in and check-out dates.

  • ๐Ÿ›๏ธ Upsell โ€” The name of the purchased add-on and the quantity selected.

  • ๐Ÿ  Property โ€” The property associated with the reservation.

  • ๐Ÿ’ฐ Amount โ€” The total amount charged for the upsell.

  • โ‹ฏ Action โ€” Open the action menu to view additional order details or refund a purchased upsell.


๐Ÿ”Ž Search for a Specific Order

Use the Search bar to quickly locate an order. You can search using information such as:

  • Guest name

  • Booking ID

  • Upsell name

This is particularly useful when you need to quickly locate a specific guest's purchase.


๐ŸŽฏ Filter Your Orders

Use filters to narrow down your results and find the orders you're looking for.

Available filters include:

  • ๐Ÿ›๏ธ Upsell

  • ๐Ÿ  Property

  • ๐Ÿ“… Check-in Date

  • ๐Ÿ“… Check-out Date

  • ๐Ÿ›’ Purchase Date

  • ๐Ÿท๏ธ Tag

Tags can also be used throughout the Upsell area to help organize and filter your upsell activity.


๐Ÿ“ฅ Export Your Upsell Orders

You can export your upsell order data for reporting, accounting, or operational purposes.

Available export formats include:

  • ๐Ÿ“„ PDF

  • ๐Ÿ“Š CSV

  • ๐Ÿ“ˆ XLSX

This makes it easier to analyze upsell revenue or share order information with your accounting and operations teams.


โ“ Need Help?

If you have questions about an upsell order, payment status, refund, or guest purchase, contact the ChargeAutomation Support Team through the in-app live chat.
โ€‹

Did this answer your question?