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1. Introduction

Definition

Orders and Sales is a section of the Leeloo.AI platform where the B2B operator tracks and controls all customer orders and payments: regular and recurring orders, invoices, payment statuses, and confirmation of sales by managers. The section operates at the Convert stage of the customer lifecycle — this is exactly where a subscriber becomes a buyer by paying for an offer — and at the same time supplies data to the Analyze stage, allowing you to assess revenue, payback, and the contribution of managers.

The section does not exist on its own: every order originates from an offer and is processed through a connected payment gateway, and its result is written to the Client's Card and flows into Analytics, Reports, and Sales Plans. At the top of the page there is a filtering panel that segments orders by status, date, offer, payment system, and other parameters.

The B2B operator (sales manager, finance specialist, or project owner) opens the Orders and Sales section in the dashboard and works with three tabs — All Orders, Recurring Orders, and Payments: checks statuses, confirms managers' sales, manages recurring payments, and exports detailed reports.

The B2C client does not see this section directly: for them, an order is the offer payment page in a messenger or browser. But every action they take (creating an order, a successful payment, a decline, a refund) is instantly reflected in the operator's orders table.

For each order, the following is written to the Client's Card: the fact and amount of payment, the order status, the link to the offer and sales plan, and the payment history of the recurring order. This data is then used in analytics, audience segmentation, and tunnel automations.

After reviewing this guide you will understand

• which tabs the section has and how they differ — All Orders, Recurring Orders, Payments;

• what data the orders table and the invoices table display;

• how to confirm a sale by a manager and why this matters for reporting;

• how to manage recurring orders — pause, resume, and complete them early;

• how to generate and export a detailed report on orders and sales.

Purpose

The Orders and Sales section is the single point of record for all monetary transactions in Leeloo.AI. The platform records every order and payment automatically, and the operator is left to control statuses, confirm sale authorship, and analyze the result. The specific role of the section depends on the customer lifecycle stage.

Convert — the order and its payment record the very fact of conversion: a subscriber has paid for an offer through a payment gateway. The section shows the status of each order (open, completed, declined, refund) and lets you manually confirm partial payments. The job — to see in real time who paid for what, and to drive unfinished orders to a result.

Analyze — based on orders, a detailed report is built with a breakdown by payment systems, offers, categories, and sales managers, with export to CSV. The job — to assess revenue and the contribution of each manager, confirm sale authorship, and make decisions about the product and the team.

Retain — the recurring orders tab ensures repeat revenue: subscriptions and regular charges extend the customer lifecycle. The job — to manage the statuses of recurring payments (pause, resume, early completion) and retain regular income.

2. Overview of the «Orders and Sales» section

The section is opened from the Orders and Sales menu. In the top left corner there is a tab switcher, and at the top of the page there is a filtering panel for selecting orders.

1. All Orders — a list of all regular (non-recurring) orders. This tab opens immediately after entering the section;

2. Recurring Orders — a list of recurring orders; they can be managed by changing the status;

3. Payments — a list of all payments. If an order has partial payments enabled, it may have several payments — all of them are displayed here.

2.1. The «All Orders» tab

The «All Orders» tab contains all regular orders (non-recurring) formed by clients through offers. The table is sorted by date — the newest orders are at the top.

The orders table contains the columns:

• # — the unique serial number of the order;

• Date and time the order was formed;

• Client who formed the order; clicking the name opens the client card;

• Status of the order: open (formed), completed (payment successful), declined (payment failed), refund (funds returned to the buyer);

• Offer name, category number, and offer number;

• Price in the offer currency (Price per unit × Quantity), price per unit, and quantity of selected product units;

• Sales manager — who facilitated the payment: a specific manager or the system (auto-payment). Confirmed authorship is highlighted in green, unconfirmed in red;

• Action: «Check» (confirm a sale by a manager), «Confirm» / «Decline» (for orders with partial payments), «Add user» (assign a manager to the order).

Clicking an order row opens the list of invoices (payments). An order with partial payments has several invoices, otherwise — one.

The invoices table contains:

• Invoice number (usually differs from the order number — there can be more invoices);

• Invoice date — the date of the payment attempt;

• Status of the invoice;

• Funds credited — the amount after deducting the payment system's commission;

• Paid in one click — an indicator of one-click payment (if the option is enabled in the payment system);

• Payment system — the merchant of the payment system through which the payment was processed;

• Transaction amount and transaction currency;

• Payment % — the portion of the offer acquired in case of partial payment;

• Comment left by the buyer when ordering through the manual payments system.

2.2. Confirming a sale by a manager

To confirm sales through the manual payments system, go to the corresponding settings section.

After an order is successfully paid, you can clarify who facilitated the sale: a specific manager or the system (an automatic sale).

The «Sales Manager» column displays the name of the manager who, in the «Sales Plans» tab of the client card, marked that this client paid for the offer. If there was no such mark, «system» is displayed instead.

By default, a sale by a manager is not confirmed — the name is highlighted in red. To confirm, click the confirmation button.

A confirmation window will appear:

2.3. Actions via the client card

Adding a user, checking, and viewing the error code are also available via the client card.

If the payment was processed by the system by default, both verification via «Check» and assignment via «Add user» are available. To add a user, click «Actions» and select «Add user».

A user selection window will appear — select a manager from the drop-down list:

If the manager indicated the sale in the «Sales Plans» tab, «Sale by user» with their name will be selected by default; otherwise — «System sale». You can specify or change the manager's name, or confirm the sale as made by the system, then click «Confirm».

After confirmation, the manager's name will be highlighted in green:

2.4. The «Recurring Orders» tab

Recurring orders can be managed independently: paused, resumed, and completed early. Management is done in the Recurring Orders tab of the Orders and Sales section.

After the first initial payment, a recurring order appears in the table with the status «Active». The status can be changed to «Completed» (complete early) or «Paused» (put on hold) — by selecting the action via the button:

To take an order off pause, select the «Activate» action:

If, at the time of the scheduled charge, the order was «Paused», the payment will be charged within 10 minutes after switching to «Active». After all successful charges, the order automatically receives the «Completed» status. If the funds cannot be charged, 2 more attempts are made at the set interval; on failure, the order moves to «Failed». The «Processing» status is assigned to the order at the moment of charging.

Clicking a row opens all orders within the recurring order: number, date, status, price, and payment system. The initial order is at the top, the repeating ones below:

The progress of a recurring order is conveniently tracked by the «Payments remaining» and «Next payment date» fields:

2.5. Detailed report on orders and sales

The «More details» button generates a detailed report with a breakdown by currencies, payment systems, offers, offer categories, and sales managers. Any report can be exported to CSV.

By payment system — order statistics broken down by payment systems and currencies, with column configuration and CSV export.

By offer — a report on offers with sorting by any column and CSV export.

By offer categories — summary statistics by category, when there is no need to look at each offer individually; with sorting and CSV export.

By sales manager — how many payments each user brought in. Only managers with confirmed (green) orders are displayed; sorting and CSV export are available.

The total amount of funds across all completed offers, excluding refunds, is also calculated automatically.

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