What’s Order workflow and processing?

When a customer places an order, a sales order is created as a temporary record of the transaction. In the Orders grid, sales orders initially have a status of “Pending,” and can be canceled at any time until the payment is processed. After payment is confirmed, the order can be invoiced and shipped.

Step 1: Place Order - The checkout process begins when the shopper clicks Go to Checkout on the shopping cart page or reorders directly from their customer account. 

Step 2: Order Pending - The initial sales order status is Pending. In this state, the payment has not been processed and the order can still be edited or canceled. This state occurs when the payment method is configured for authorization mode. 

Step 3: Receive Payment - The order status changes to Processing when payment is received or authorized. Depending on the payment method, you might receive notification when the transaction is authorized or processed. This state occurs automatically when the payment method is configured for capture or intent sale mode. 

Step 4: Invoice Order - An order is typically invoiced after payment is received. The payment method determines which invoicing options are needed for the order. After the invoice is generated and submitted, a copy is sent to the customer. If the payment method is configured with the capture or intent sale payment action, an invoice is generated automatically when payment is authorized and captured.