> ## Documentation Index > Fetch the complete documentation index at: https://localtechnologiesinc.mintlify.site/llms.txt > Use this file to discover all available pages before exploring further. # Customers and payments > See every pre-order and its payment. Remind or release unpaid reservations, send final bills by weight, mark orders picked up, refund and cancel. The **Customers** tab of a pre-order lists every order. Each one shows the customer (with **Account** or **Guest**), the items, the total and anything owing, the payment, the place (pickup location or delivery zone) and the date. Pre-order orders also show in **Orders**, marked **Pre-order**, with **Manage in Pre-orders**. They never ring as new orders to accept. Everything you do with them happens here. ## How customers pay You choose this in [Pre-order settings](https://localtechnologiesinc.mintlify.site/merchants/pre-orders/settings.md#payment): * **Pay now**: card at checkout. The order is secured at once. * **Reserve and pay later**: the customer reserves, and we email them an invoice. Their stock is held until they pay or you release it. Customers pay in full, or a deposit first and the rest later. ### Payment states | State | What it means | | - | - | | **Not paid yet** | Reserved. The first invoice is open and not due yet. | | **Payment overdue** | The first invoice is past due. | | **Paid** | Paid in full. | | **Deposit paid** | The deposit is in. No bill for the rest yet. | | **Balance owing** | The bill for the rest was sent. | | **Balance overdue** | That bill is past due. | | **Picked up** / **Delivered** | Handed over. | | **Released** | Never paid, and you let the stock go. | | **Cancelled** / **Refunded** | Cancelled, or refunded. | ## Find orders Use **Everyone** and **Unpaid**, the search (name, email, phone or order), and the filters for pickup or delivery, place, payment and date (**Has a date** or **No date yet**). On a tablet or computer, an order opens in a panel beside the list. On a phone, it opens as a sheet. ## Unpaid reservations An unpaid order shows **Not paid yet** or **Payment overdue**, with when it's due. "The stock stays held for them until they pay or you release it." The payment system sends its own reminders. * **Remind** emails the customer their invoice again, and texts them a reminder with the link. A reminder isn't sent again within an hour of the last one, or after 10 reminders. You then see how many were sent and skipped, for example "2 reminders sent. 1 skipped: no invoice to re-send, or reminded recently." * **Release** cancels the invoice and puts the stock back on sale. When an invoice is overdue, the customer gets a text saying their order may be released. Nothing is released on its own: you decide. **What the customer gets when you release:** an email, "Your pre-order *n* wasn't paid, so it was let go". It says nothing was charged, and that they can reply if they still want it. ## Hand over For a pickup order that's paid in full, press **Picked up** ("Marked as picked up."). The customer isn't emailed. ## Do several at once Tick orders, then use the bar at the bottom: | Button | What it does | | - | - | | **Remind** | Emails these customers their invoice again, then shows how many were sent and skipped. | | **Release** | Cancels their invoices and puts the stock back on sale. | | **Picked up** | Pickup orders that are paid in full only. | | **Send balance bills** | Orders with the deposit paid: emails the bill for the rest, at the quantities they ordered. Enter final weights first if they changed. | ## Final weights For items sold by weight, enter what you actually weighed in the order's **Final weights**. The order must be paid (in full or the deposit) and not handed over yet. * **Deposit orders:** press **Send the final bill**. "We bill the rest of the order at these weights." A weight more than 3 times what was ordered is refused. * **Paid in full:** they paid for what they ordered. If you weighed less, press **Save and refund the difference** and they get the difference back. We never charge more. If nothing changes the price, use **Save weights**. The box shows the items as ordered and about what they come to at your weights, before tax. **What the customer gets:** * A final bill: an email, "Your final bill from *your store*", with the deposit they paid, the rest and the due date, and a **Pay the rest** button. Also a text with the link. * A refund for lighter weights: an email, "We've refunded \$*n* on your pre-order". It can take 5 to 10 business days to show up. Setting a date also sends the balance bill to deposit orders. See [Dates, pack list and packing](https://localtechnologiesinc.mintlify.site/merchants/pre-orders/dates-and-packing.md). ## Cancel and refund one order On a paid order, press **Cancel and refund**. Choose how much to refund, up to what they paid (a partial refund is fine), then **Cancel order**. The customer gets the full refund amount from your payment account balance. Local Pass's fee and the card fee aren't returned. **What the customer gets:** an email, "Your pre-order *n* was cancelled", with the amount refunded (it can take 5 to 10 business days to show up), or "No refund was made." To cancel every order at once, cancel the whole pre-order. See [Pre-orders](https://localtechnologiesinc.mintlify.site/merchants/pre-orders/overview.md#close-duplicate-or-cancel). ## Disputes If a customer's bank opens a dispute, the order says so. Answer it in your Stripe account before the deadline. ## Export and report * **Download CSV** gives every order with the customer's name, email and phone, items, place, date, payment, total, paid, owing and refunded. It holds customers' contact details: keep it safe. * **Report** shows totals **By item**, **By place** and **By day ordered**, for orders that weren't cancelled, refunded or released. It can be downloaded as a CSV too. ## What the customer gets when they order * **Reserve and pay later:** an email, "Pay to hold your pre-order from *your store*", with the amount, the due date and a pay button, plus a text with the link. They don't need a Local Pass account. * **After paying:** a receipt, "Paid: your pre-order from *your store*" (or "Deposit paid"). Replies to these emails come to you. ## What you get when someone orders You can get an email and a text for each new order. Choose in [Pre-order settings](https://localtechnologiesinc.mintlify.site/merchants/pre-orders/settings.md#notifications). This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.