Order search
Use 2Checkout's order search capabilities to search for information on purchases/orders your customers/partners made. Order search requires that you have an active 2Checkout account and shoppers/partners have placed at least one order using your buy-links.
Most orders should be available in the search results almost instantly, but there might be situations where it might take up to 15 minutes for an order to be available in search results.
Availability
Order search is available to all 2Checkout accounts.
Search for orders
Access order search
Log in to Control Panel.
Navigate to Orders & customers → Order search.
Select eStore Orders (for purchases your customers made) or Partner orders (for purchases your partners made).
eStore orders
Click on the eStore orders tab.
Select the query type to search by:
Reference
External reference
Shopper reference number
Customer Name/Company
Email
Coupon code
Invoice number
Phone
SKU (Stock Keeping Unit)
Sales SRC (the source of the sale defined using the SRC parameter)
Credit cards last 4 digits
The Exact matches checkbox appears after entering search criteria in the Search field.
Use additional filters (click Add filter) to narrow down your search:
Products
Delivery type
Order flow
Order type
Order origin
Country
Payment method
Test orders
Confirmation status:
Waiting — displays all orders to be confirmed.
Confirmed — displays all the orders already confirmed.
All — displays waiting and confirmed orders.
You can also filter for:
Affiliate orders only
Chargeback orders only
Partner orders
Click on the Partner orders tab.
Select the query type to search by:
Reference
Partner reference number
Partner Invoice Number (Proforma or Payment Invoice Number)
SKU
Use additional filters (click Add filter) to narrow down your search:
Products
Partner
Product source
Country
Subscription type
Order added by
Partner invoice date
Price list
You can also filter for:
Only orders with comments
Only orders without invoice
Order status and date
eStore Orders
By default, Finished and Refund order statuses and Order Date: Last 30 days filters are preselected.
You can add the following Order status filters:
Processing
Suspect
Pending approval
Finished
Refund
Canceled
Unfinished
Confirmation required
You can search by multiple Order date filters:
Partner Orders
By default, Pending approval, Refunded, Complete, Awaiting payment and Delivery needs more info statuses and Order Date: Last 30 days are preselected.
You can add the following Order status filters:
Canceled
Rejected
You can search by multiple Order date filters:
Order status
eStore Orders
COMPLETE
Finished
Finished
The order is paid and fulfilled.
AUTHRECEIVED
Pending approval
Pending approval
2Checkout is currently investigating the order. The payment was approved by the bank but it’s not recommended to take action until final approval from 2Checkout.
In progress / Processing
In progress
The order has been approved and is waiting for fulfillment confirmation.
Purchase order
Unfinished
'Purchase Order' (approved but not paid yet)
Unfinished
Unfinished
The order contains products that need delivery approval and will be processed after you confirm it.
Suspect
Suspect
The order did not pass 2Checkout anti-fraud filters. It can still be approved if customer authentication is successful. 2Checkout will contact the customer and/or request documents.
REVERSED
Canceled
Canceled
The order was canceled due to failing anti-fraud checks and the funds have been returned to the customer.
PENDING
Unfinished
Unfinished
The order has incomplete/ delayed/ invalid payment details. If you have activated the follow-up option (see Ordering options settings), 2Checkout will try to recover the order (the customer will receive a follow-up email with further information for finalizing the order). This can happen in either of the following situations:
the shopper did not finalize the payment;
2Checkout has not yet received the payment (applicable to offline payment methods);
a technical error has occurred.
Orders with status Pending, with the same product ID, same Product Info (if available), same customer Email Address, and not older than 24 hours are considered duplicate and are not displayed in Control Panel.
TEST
TEST
TEST
Test order.
TOTAL REFUND
Refunded
Refunded
The order has been canceled and funds returned to the customer.
PARTIAL REFUND
Refunded
Refunded
The order has been canceled and a partial amount returned to the customer.
CHARGEBACK
Refunded
Refunded
Refund issued as a result of a lost chargeback dispute.
Partner Orders
PENDING APPROVAL
The order has not yet been reviewed.
REFUNDED
Order has been refunded.
CANCELED
Order is canceled.
PAYMENT UNDER REVIEW
2Checkout is currently investigating the order. The payment was approved by the bank but it’s not recommended to take action until final approval from 2Checkout.
REJECTED
The order has been rejected.
COMPLETE
Order is both paid and fulfilled.
AWAITING PAYMENT
Order awaits partner payment or awaits payment confirmation from you (if partner pays you directly).
DELIVERY NEEDS MORE INFO
More info needed to complete fulfillment (end user/reseller info or input from codes generator). If partner has a credit limit, payment status can be checked via the proforma invoice. If no credit limit, the order is paid.
Restrict users from running blank & partial eStore order searches
The 2Checkout platform allows all users to run blank or partial order searches by default. To restrict certain users from running blank and partial order searches:
Go to Account Settings and click on User management and then on the Manage button.
On the Users page, select the user you want to restrict and click the Edit button
to disable the blank & partials searches for that user.On the Add role page, under the Orders & Reports roles section, uncheck the Blank & partial searches for eStore checkbox.
Click Save role at the bottom of the page.
Once you disable this privilege, users governed by the role you edited will no longer be able to run blank or partial searches. They will be prompted to enter the full customer or company name/reference/email address in order to search in the Name/Company or Email fields.
Search for orders placed through the purchase order flow
Go to Order Search and click Add filter.
Use the Order flow filter to select the Purchase order.
Click Search.
Search for eStore orders by settled date
If you are a European merchant on the PSP business model (2Sell & 2Subscribe accounts) with the Payout at cashed date option enabled, you can search for orders using the Settled Date filter in Control Panel.
The settled date is the date the order is marked by the system as ready for payout when orders have one of these statuses:
Finished
Refund
Partial Refund
When searching for orders by Settled date, results return reconciled orders.
If you have multiple accounts and one of the accounts has the 'Payout at cashed date' option enabled, if you select 'Search by Settled date' and 'Aggregate reports for all accounts', your search will return the orders with the settled date.
The 'Search orders by settled date' option is not featured currently in the Order Search Export and Instant Search Export (ISE) but will be added at a later stage.
Merchants who do not meet the above criteria will be prompted with the default Search order view.
How it works?
Log into Control Panel.
Navigate to Orders & customers → Order search.
Click on the eStore orders tab.
For the Search by filter, select Settled date.
Order Search Export Templates
You can create order search export templates by adding or removing column headers to tailor exports for analysis and revenue churn investigation.
To add or edit an order search export template:
Log into Control Panel.
Navigate to Orders & customers → Order search and click on the Export button, as shown in the image below.
Click on Edit templates.
To edit a template, click on the Edit icon next to the template name.
Edit the template by changing the Template name and/or by adding or removing the column headers you wish to include in your export. Click Save.
To add a new template, click on the Add new template button on the Export templates settings page.
Customize your template by creating a Template name and by adding the column headers you wish to capture in your export. Click Save.
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