ITEM 01
Every Channel Has Its Own Pile
Counter sales in the drawer, Instagram orders in chat, phone orders on sticky notes. There is no single place that answers a simple question: what did we sell today?
Sales & Orders
Order Management That Keeps Every Sale in Sight
Orders from your counter, your online store, and your phone all land in one list. See what needs preparing, what is out for delivery, and who still owes you money — then send the customer a WhatsApp update in one tap.
Live view — orders
Live view — orders on mobile
NO. 01
Orders Scattered Everywhere Get Lost
A notebook at the register, a WhatsApp chat, and a stack of delivery slips — that works until one busy Friday. Then orders slip through, and nobody knows what happened.
ITEM 02
Unpaid Balances Get Forgotten
A customer pays half and promises the rest next week. Without a system that tracks due dates, that promise lives in someone's memory — and memories forget.
ITEM 03
No Record of Who Did What
An order was cancelled, a discount was given, a payment was edited — by whom? When? Without an order history, every dispute turns into guesswork.
ITEM 04
Receipts Are Manual Work
Writing receipts by hand or re-typing order details into WhatsApp wastes time at the busiest moment of the day — and looks unprofessional to customers.
NO. 02
Everything About an Order, in One Place
From the moment an order is created to the moment it is paid, delivered, and receipted — Cashvio records every step.
ITEM 01
All Orders in One List
POS sales, online storefront orders, and manual orders your team enters — all in the same table with order number, customer, store, source, totals, and status.
POSOnline StoreManual OrdersOrder Source
ITEM 02
Full Order Details & Timeline
Open any order to see its items, payments, refunds, notes, and delivery address — plus a timeline of every status change and action taken on the order.
Items & VariantsPaymentsNotesFull History
ITEM 03
Fulfillment Status Tracking
Move orders through Pending, Preparing, Ready, Delivering, and Completed. You can skip ahead when things move fast, and add notes with every update.
PickupDeliveryDine-InStatus Notes
ITEM 04
Partial & Scheduled Payments
Take part of the total now and schedule the rest with a due date. The order shows exactly how much was paid and how much is still owed.
Pay Part NowDue DatesAmount Paid vs. Owed
ITEM 05
Overdue Payments Page
One page lists every scheduled payment — on time, due soon, or overdue. Follow up before debts age, and update due dates when customers need more time.
Due Soon FilterOverdue FilterUpdate Due Date
ITEM 06
Receipts: Print, PDF, Link & QR
Print to a thermal printer or the browser, download a PDF, copy a shareable receipt link, or show a QR code the customer scans to see their digital receipt.
Thermal PrintPDFShare LinkQR Code
ITEM 07
WhatsApp Receipts & Status Updates
Send the digital receipt or an order status update on WhatsApp in one tap. The message matches the order's current status — no setup, no API account, sent from your own WhatsApp.
One-Tap SendStatus MessagesNo Setup
ITEM 08
Filters & CSV Export
Filter by order number, status, date range, store, payment status, payment method, source, or sales channel — then export the filtered view to CSV for your accountant.
8 FiltersDate PresetsCSV Export
NO. 03
From New Sale to Paid and Delivered
The same simple flow whether the order starts at the counter or on your website.
01
The Order Comes In
A cashier rings it up on the POS, a customer checks out on your online store, or your team enters a phone or WhatsApp order manually. Either way it gets an order number and joins the list.
02
You Prepare and Update
Update the fulfillment status as the order moves — preparing, ready, delivering. Tap the WhatsApp button to tell the customer, with a message that matches the status.
03
You Get Paid and Close It
Record payments as they arrive — full, partial, or scheduled with a due date. Approve receipt-image payments after reviewing them. Print or send the receipt, and the order is done.
NO. 04
Three Ways Orders Arrive, One Way to Manage Them
The order source is recorded automatically, so your reports show where your business really comes from.
ITEM 01
At the Counter (POS)
The full-screen sale view: browse the catalogue, pick variants, attach a customer, apply coupons or discounts, and take payment — cash with automatic change, online, or receipt.
ITEM 02
On Your Online Store
Storefront orders arrive with the customer's details, address, and chosen payment method. Cash and receipt payments arrive as pending — you approve them after checking.
ITEM 03
Entered by Your Team
Phone calls, WhatsApp messages, Instagram DMs — your team enters them as manual orders and tags the sales channel, so nothing lives only in a chat thread.
NO. 05
Order Statuses That Match How You Actually Work
Every fulfillment method has a clear path. In-store sales complete immediately; pickup and delivery orders move step by step.
| Status | What it means |
|---|---|
| Pending | The order is in — nobody has started on it yet |
| Preparing | Your team is getting the items ready |
| Ready | Ready for pickup, or waiting for the courier |
| Delivering | Out for delivery to the customer's address |
| Completed | The customer has the order — done |
| Cancelled | Order cancelled — reserved stock goes back on the shelf |
Payment status is tracked separately: Pending, Partial, Paid, Refunded — so you always know the money side too.
Frequently Asked Questions
Common questions about managing orders in Cashvio.
Can I see orders from my online store and my shop in one list?
Yes. Every order — from the POS, the online storefront, or entered manually by your team — appears in the same Sales list. Each order is tagged with its source, and you can filter by it.
What happens to inventory when I cancel an order?
Cancelling a pending order returns the stock automatically — quantities go back to what they were before the order, as long as inventory tracking is enabled for those products.
Can a customer pay part of the order now and the rest later?
Yes. Take any amount now and schedule the remaining balance with a due date. The order shows the amount paid and the amount still owed, and the scheduled payment appears on the Overdue Payments page.
How do I follow up on customers who owe money?
Open the Overdue Payments page. It lists every scheduled payment with its due date and status — on time, due soon, or overdue. From there, open the order to record the payment or push the due date.
Do WhatsApp updates need a WhatsApp Business API account?
No. Cashvio opens WhatsApp with a ready message — the receipt link or a status update — and you press send from your own account. It works with any WhatsApp, personal or business, with nothing to configure.
How do customers get their receipts?
Four ways: print on a thermal printer or the browser, download a PDF, copy a shareable receipt link, or show a QR code they scan. The digital receipt is a mobile-friendly page with the items, totals, and payment status.
What is a receipt payment and how do I approve it?
A receipt payment is a bank or wallet transfer proven with an uploaded image. When a storefront customer pays this way, the payment arrives pending — you open the order, view the uploaded image, and confirm it to mark the payment complete.
Can I export my orders?
Yes. Apply any filters you want — dates, store, payment status, channel — and export the filtered view to CSV from the toolbar.
Also free on Cashvio
Start with a free POS and a free online store — no credit card required.
Put Every Order in One Place
Start free and see today's orders — from every channel — in a single list within minutes. No credit card required.
Order management is included in the free plan