Orders

Create an Order

Ensure a conversation is selected in the Conversation Tray.
In the right panel, under “Contact Information,” select > “Orders.”
Select the > ”+” sign at the bottom right of the “Orders” menu.
Fill in all required information to generate the order, including:

Internal ID: The unique order number used to identify it for the business.
Amount to Charge: The total amount for which the payment link will be generated.
Description: The concept of the purchase (services or articles) offered by the business.
Billing Information: Data like Name, NIT, and Delivery Address.
Preferred Payment Method: Select the preferred payment method in the dropdown menu.

Select > “Send Summary”.

Once your customer confirms the order amount and concept, select > “Generate Link”.

In the “Order Confirmation” view, if all data is correct, select > “Send”.

8. The order window will change from blue to orange, indicating that it is currently "Awaiting Payment".

Important Note:

Orders will be valid for 24 hours after creation. Each order is only visible in the conversation where it was created. If a new conversation starts with the same contact, the order will not be visible in this new conversation but only in the original conversation.

Cancel an Order

After generating the payment link, if it needs to be canceled, return to the same conversation where it was created.
Select the order from the “Orders” panel.
Click on > “Cancel Order”.
Your customer will receive an automatic message from Reach indicating the order cancellation.