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”.


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.


