> ## Documentation Index
> Fetch the complete documentation index at: https://help.simpletix.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Order Management Guide

> Learn to manage orders, e-tickets, and website integration on SimpleTix with this comprehensive guide.

# 1. Introduction

This guide covers common SimpleTix tasks including:

* **Accessing and searching for orders**
* **Managing e‑tickets** (download as PDFs and resend)
* **Viewing, exporting, and tracking order details** (including exchanges, refunds, and payment declines)
* **Troubleshooting Square integration issues**
* **Embedding SimpleTix events** on your website using various widget options
* **Differentiating between the SimpleTix Organizer and Easy Entry apps**

# 2. Accessing and Searching for Orders

* Log in to your [SimpleTix Manager](https://manager.simpletix.com/orders/order-list) via the Manager portal.
* Use the search field and filters (by email, order ID, last 4 digits of the credit card, etc.) to quickly locate the order you need.
* Once familiar with the search process, the same steps apply to all order-related tasks.

# 3. Managing E‑tickets

### A. Downloading a PDF Version of an Order’s E‑tickets

1. Locate the order using the login and search process above.
2. Click on the order, then click the **Action** button at the top right and choose **View E‑Tickets**.
3. With the e‑tickets displayed, use your browser’s print-to-PDF feature:
   * In Chrome, select **Print** then choose **Save as PDF**.
   * On Windows, use **Microsoft Print to PDF**.
   * On macOS, utilize the native PDF export option.
4. Alternatively, select your dedicated PDF printer tool to save the file.

### B. Resending an Order’s E‑tickets to the Customer

1. Locate the order in the SimpleTix Manager.
2. Click **Action** at the top right and select **Send E‑Tickets & Receipt**.
3. Enter the customer’s email address and click **Send** to confirm.

Use the resent confirmation to help the buyer find **Manage Your Order**. Share the [buyer guide](/docs/ticket-buyer-help/manage-your-order) for help with tickets, attendee details, and available self-service actions.

# 4. Managing Orders

### A. Viewing All Orders and Applying Filters

* Navigate to the Orders page via the top menu or directly using [this link](https://manager.simpletix.com/orders/order-list).
* Use filters (such as time frame and order status) and search options to view all orders easily.

### B. Exporting Your Orders

* On the Orders page, set your filters as needed (default selections might include “Last 30 days” and “Order Complete”).
* Click the **Export Order List** button.
* Depending on your order volume, you may receive the file via email or access it via the [Download Center](https://manager.simpletix.com/general/download-reports).

### C. Viewing Transaction Details and Handling Payment Issues

* Open the order and click the **Transaction Details** tab to view actions such as the initial purchase and any refund entries.
* For declined payments, the bank’s response (or a generic decline message) is displayed.
* For disputes or unclear messages, cross-reference with your Square account (if integrated) and contact [SimpleTix Support](mailto:support@simpletix.com) if needed.

### D. Confirming Refunds

* In the **Transaction Details** section, look for a refund action; note that in partial refunds, some tickets might remain valid.
* You can also verify refunds by accessing the Refund Report under **More Reports** in Order Management.

### E. Refund Workflows

* [Refund Wizard](/docs/orders/guide-to-processing-refunds): refund one order or selected tickets and items.
* [Bulk Refunds](/docs/orders/bulk-refunds): Owner-only refunds for selected orders at one GA or Reserved Seating event time, when enabled for the account.
* [Refund Requests](/docs/orders/refund-requests): review requests submitted by buyers through Manage Your Order.

### F. Chargeback Dispute Evidence

For an eligible paid order, open **Action → Chargeback Dispute**. The **Chargeback Dispute Evidence Summary** brings together order information, tickets and admission history, and payment transactions.

Review the amounts and transaction types, especially if the order has partial refunds. Scan timestamps are displayed in the venue's time zone. Available details depend on the order and payment provider; the action may not appear for every order or user role.

Opening this summary does not submit a dispute response. Use the relevant evidence when responding through your payment provider's dispute process. If the summary cannot load, reopen it and contact Support with the order number if the problem continues.

### G. Generating an Order Summary

* Open the order and click **Action** at the top right, then select **Print Order Summary**.
* This generates a detailed summary of order information that you may print or save.

### H. Exchanging Tickets

Use the **Exchange Tool** to change an eligible ticket's time or seat, swap ticket types, move to another event, or collect an upgrade balance.

1. Open the order.
2. Click the blue exchange-arrows icon next to an eligible ticket.
3. Complete the **Select**, **Action**, **Configure**, **Payment**, and **Done** steps.

<Card title="Exchange Tickets in an Order" icon="right-left" href="/docs/orders/exchange-tickets">
  Review all exchange actions, payment methods, downgrade behavior, and Exchange History.
</Card>

# 5. Square Integration & Payment Troubleshooting

* SimpleTix integrates with Square for processing payments.
* If a payment is declined:
  * Review the **Transaction Details** for bank messages (or a generic decline message).
  * Ensure your Square account is correctly linked and that payment settings are up to date.
  * Consult Square’s troubleshooting documentation or contact [SimpleTix Support](mailto:support@simpletix.com) if issues continue.

# 6. Reserved Seating: Seating Chart Management

Use **Seating Chart Management** to open an interactive seating map and edit orders directly from seats in a Reserved Seating event.

<Steps>
  <Step title="Open your Reserved Seating event">
    Log in to [Manager Portal](https://manager.simpletix.com) and open your RS event.
  </Step>

  <Step title="Go to Seating Chart Management">
    In the left-hand rail, click **Seating Chart Management**.
  </Step>

  <Step title="Select a seat to view the order">
    Click a seat on the chart to see who bought it and open the order details.
  </Step>

  <Step title="Edit the order">
    Use the order modal to make changes without leaving the chart view.
  </Step>
</Steps>

# 7. Editing Order & Attendee Info

* To edit Order or Attendee details, click the Action button and then select "Edit Order" to edit the order details or "Edit Attendee Details" to edit the details associated with an attendee (i.e., Attendee Phone, Attendee Email, Attendee Name), any custom attendee questions, or see their selfie / waiver

<iframe src="https://www.loom.com/embed/31b470b668fc42febfcac8ba3e26ee73?sid=e9510241-f580-46ff-a0d7-53b5e6b1ae24&captions=true" frameborder="0" allowfullscreen style={{ width: "100%", height: "400px", borderRadius: "8px" }} />

<CardGroup cols={2}>
  <Card title="Exchange Tickets" icon="right-left" href="/docs/orders/exchange-tickets">
    Change times, seats, ticket types, or events and handle any price difference.
  </Card>

  <Card title="Customer CRM" icon="address-book" href="/docs/customer-crm/customer-crm-overview">
    Review buyer history, notes, tags, and customer profiles from one customer record.
  </Card>

  <Card title="Cancel Orders Without Refunds" icon="square-1" href="/docs/orders/how-to-cancel-orders-without-refunds">
    Learn how to cancel orders without processing refunds.
  </Card>
</CardGroup>


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