> ## 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 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.
# 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. 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.
# 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.
Log in to [Manager Portal](https://manager.simpletix.com) and open your RS event.
In the left-hand rail, click **Seating Chart Management**.
Click a seat on the chart to see who bought it and open the order details.
Use the order modal to make changes without leaving the chart view.
# 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
{/*
0:00 Hello, and welcome to the Simpletics Help Desk tutorial videos. Today we're going to discuss how to edit the information associated with an order and edit the information associated with an attendee on Simpletics.
0:14 First, go to the Orders tab on the top rail, and then search for the order that you want to edit.
0:19 Then, click on the order. There are two sets of information associated with an order. The first is the order information.
0:27 There's one set of order information associated with each order, and that's the person who's buying the tickets. To edit that, click Action, and then click Edit Order.
0:38 You can see the first name, the last name, the address, the email, phone number, organization name, etc. If we wanted to say, change the email address, from Testing at SimpleTickets.com to Support at SimpleTickets.com, we can do that here and then click Save.
0:53 The second type of information associated with an order is attendee information, and attendee information is actually associated with the ticket level.
1:03 So you could ask for attendee information and the attendee questions. That would be the name, email address, and phone number associated with the tickets.
1:12 Or you could ask custom questions. Anyways, to edit all of that, you go to Action, and then click Attend, Edit Attendee Details.
1:19 This will open up this tab. For example, here there's a FlexPass ticket that has a photo required. You could upload the photo here, you could edit the names, you could edit the emails, or you could edit the attendee questions here.
1:32 So, this type ticket is asking for the favorite color. We're going to put blue. Uh, test, which is kind of a t-shirt size, medium, and then you would click Save to save.
1:44 Thank you so much for watching this video. Please let us know if you have any other questions on how to edit, uh, order or attendee info by emailing support at simpletics.com.
1:54 Have a wonderful rest of your day.
*/}
Learn how to cancel orders without processing refunds.