# Process an order

> Find an order, read it, change its status, and produce the invoice and manufacturing slip.

Source: CBX documentation, version 3.x (released). Canonical page: https://docs.configbox.at/docs/admin-guide/orders/process-an-order. Last updated 2026-07-20.

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> **Audience:** back-office staff · **Scope:** one order, from arrival to shipped · **Last reviewed:** 2026-07-20

**What this does** — Walks the everyday order routine: open the order, check what was bought,
move it through its statuses (which sends the emails), and generate the paperwork.

## Before you start

- Know your store's **invoicing mode** (set in **Settings**): invoices generate automatically on
  order, automatically once payment is cleared, or only when you upload one — it decides which
  invoice actions you'll see on the order.

## Steps

1. Go to **Orders**. Narrow the list with the **customer search**, the two **date filters** or
   the **status** dropdown, and click the order's **Display** link.
2. Read the order:

   ![An order's detail screen](./img/order-detail.jpeg)

   - **Ordered Products** — each position with quantity and price; **Details** unfolds the full
     configuration of that position, exactly as the customer built it.
   - Below the positions: the subtotal, the **delivery** method and cost, the **payment method**
     and any surcharge, and the **total including tax**. Tax notes (e.g. the reverse-charge line
     for VAT-free B2B orders) appear here too.
   - The customer's billing and delivery addresses are shown as placed — an order is a frozen
     snapshot, so later catalog or account changes never alter it. (Correct account data on the
     customer record instead; the order keeps its own copy.)
3. Drive it forward in the **Status** panel: pick the new status and click **Update**. Typical
   path: **Ordered → Paid → Confirmed → Shipped** — payment providers with instant confirmation
   set *Paid* automatically; for bank transfer you set it yourself when the money arrives. Each
   change can fire the matching **notification** email to customer and shop manager.
4. Paperwork:
   - **Invoice** — depending on the invoicing mode: download the generated invoice, generate &
     release it after clearance, or upload your own PDF. Released invoices can also be emailed
     automatically (a **Settings** switch).
   - **Manufacturing Slip → Download** — the production/packing PDF for the workshop: every
     position with its full configuration, printable on demand.

## What happens next

The customer sees status progress in the emails you trigger; production works from the slip;
the order stays as the permanent record of exactly what was sold at what price.

## Good to know

- **Quotations and saved carts** live in the same list (statuses *Quotation requested*,
  *Quotation sent*, *Saved*) — the quote flow issues a quotation PDF rather than an invoice.
- **Cancelling/refunding** is a status change too — with its own notification templates.
- If an expected email didn't go out, check **Notifications**: there must be an active template
  tied to that status with "send" enabled.
- Rows with **"No customer account"** are guest checkouts mid-flow; abandoned ones are cleaned
  up automatically after the lifetime set in **Settings → Maintenance**.