Find and read preorder orders
Use this guide to find a customer's preorder order, see what's happened to it, and take action, like collecting payment or sending an update. It covers the account-wide orders list, the single-offer view, and the order detail page for an individual order.
Before you begin
- Most actions on the order detail page, and all bulk actions on the orders list, require a paid plan. Free-plan shops see an upgrade prompt when they try to use them.
- Exporting the orders list as a CSV also requires a paid plan.
- Actions are hidden entirely on orders that are cancelled or refunded.
What customers will see
Several actions on the order detail page communicate directly with the customer:
| Action | What the customer sees |
|---|---|
| Send email confirmation | Resends the preorder confirmation email immediately. |
| Send SMS confirmation | Texts a confirmation to the phone number on the order. Only available if a phone number is on file and SMS is enabled for your shop. |
| Send shipping update | Sends a shipping update email you customize (subject, header, description). Supports {{order.name}} and {{shop.name}} template variables. |
| Collect payment (failed attempt) | If you opt in on the confirmation modal, the customer gets a payment-failed email with a link to complete payment. |
Send email confirmation and Send shipping update are also available as bulk actions from the orders list, with the same effect on each selected order.
The orders list
There are two ways to open the orders list:
- All preorder orders: go to Reports → Preorders → Orders in the STOQ dashboard.
- Orders for one offer: go to Preorders → Offers, open the offer, and select the Orders tab. This shows the same list, already limited to that offer's orders.
Both open the same table, with the same columns, filters, and actions described below; the per-offer view simply starts pre-filtered to the offer you opened.
Columns
| Column | What it shows |
|---|---|
| Order name | Shopify order name (e.g. #1001). Click to open the order detail page. |
| Date | When the order was placed, displayed in your browser's local timezone. |
| Name | Customer's full name. Hover the name to see their email address (or phone number if no email is on record). |
| Total | Order total in the order's currency. |
| Payment status | Financial status badge (see the status badges below). A red Due badge appears alongside Partially paid when the payment due date has passed. |
| Fulfillment status | Fulfillment status badge, see tones below. Shows "-" if Shopify has not returned a fulfillment status for the order. |
| Products | First preorder line item name, plus a count if there are more (e.g. "Blue T-Shirt and 2 more"). |
| Offers linked | The internal name of the preorder offer(s) associated with this order. Deleted offers are shown in red with a tooltip. |
Fulfillment status badge tones:
| Badge | Color | Meaning |
|---|---|---|
| Fulfilled | Success (green) | All fulfillments for the order are complete |
| Partially fulfilled | Warning (yellow) | Some but not all line items have been fulfilled |
| Unfulfilled | Attention (yellow/orange) | No line items have been fulfilled yet |
| Scheduled / On hold / In progress / Open / Pending fulfillment / Restocked | Info (blue) | Other fulfillment states reported by Shopify: the label is shown as-is (e.g. "On hold", "Pending fulfillment") |
| (none) | (none) | A dash ("-") is shown when the order has no fulfillment status |
Filters
Use the filter bar to narrow the list. Filters can be combined.
| Filter | Options |
|---|---|
| Payment status | Paid, Partially paid, Unpaid, Authorized, Refunded, Partially refunded, Voided |
| Fulfillment status | Fulfilled, Partially fulfilled, Unfulfilled, Scheduled, On hold, In progress, Open, Pending fulfillment, Restocked |
| Cancelled status | All, Not cancelled, Cancelled |
| Payment collection | Failed, Successful, Couldn't verify |
| Active offer | Filter by an active (live) preorder offer |
| Inactive offer | Filter by an offer that has been disabled |
| Deleted offer | Filter by an offer that has been deleted |
| Product | Select one or more product variants using the Shopify resource picker |
| Date range | Last 7/30/60/90 days, Last 6/12 months, All time, or a custom date range |
| Per page | 25, 50, or 100 rows per page |
Search by order name using the search box (e.g. #1001).
Filter and page state persists in the URL, so you can bookmark or share a filtered view.
Bulk actions
Select one or more rows, or select all rows on the page and then click Select all N orders to extend the selection across all matching results, to access bulk actions. Bulk actions run in the background; a banner confirms the request and includes a Refresh table button to reload results when processing is complete.
Promoted bulk actions (always visible when a selection is active):
| Action | Notes |
|---|---|
| Collect payment | Attempts to collect outstanding payment for selected unpaid orders. Active only when at least one selected order is not fully paid. |
| Send shipping update | Opens a modal to compose and send a shipping update email to selected orders. |
Communication group:
| Action | Notes |
|---|---|
| Send email confirmation | Resends the preorder confirmation email to selected orders. |
Fulfillment group:
| Action | Notes |
|---|---|
| Open scheduled fulfillments | Moves scheduled fulfillments to open, immediately fulfillable, for selected orders. |
| Release "On hold" fulfillments | Releases held fulfillments for selected orders. |
| Reschedule fulfillment | Sets a new fulfillment date for selected orders. |
Payment group:
| Action | Notes |
|---|---|
| Reschedule payment | Sets a new payment due date for selected orders. |
Bulk operations are capped at 5,000 orders per run. If your filtered selection exceeds this, refine your filters and run the action in batches.
Export CSV
Click Export CSV at the bottom right of the table. STOQ processes the export in the background and emails the CSV file to the email address configured in your settings.
The order detail page
Click any order name in the list to open the order detail page.
Page title and status badges
The page title shows the Shopify order name (e.g. #1001). Status badges appear next to the title:
Payment status badges:
| Badge | Color | Meaning |
|---|---|---|
| Paid | Default (grey) | Payment fully collected |
| Partially paid | Warning (yellow) | Deposit collected, balance outstanding |
| Partially paid + Due | Warning + Critical (red) | Balance is past the due date |
| Pending / Authorized / etc. | Info (blue) | Other financial statuses from Shopify |
| Refunded | Critical (red) | Order refunded |
| Cancelled | Critical (red) | Order was cancelled in Shopify |
The header shows only the payment and cancellation badges above; check the Fulfillment status column in the orders list for fulfillment state.
Products card
Lists each line item in the order with its product image (fetched from Shopify), product name, variant, SKU, unit price, quantity, and line total. If the item belongs to a preorder offer, the offer name is shown with a link that opens the offer in STOQ.
Payment breakdown card
Shows the full financial picture for the order.
| Row | What it shows |
|---|---|
| Subtotal | Current subtotal price and item count |
| Shipping | Shipping line label (currently always shows "Standard" at $0.00; see Limitations below) |
| Taxes | Each tax line with title and rate |
| Total | Order total |
| Paid | Amount already collected (total minus outstanding) |
| Balance | Outstanding amount, with payment due date if one is set |
Customer card
Shows the customer's email address and, if present, their phone number.
Activity timeline
The Activity section below the payment breakdown shows a chronological log of all STOQ actions on this order, newest first.
| Event | Badge color |
|---|---|
| Order created | Green (success) |
| Order confirmation email sent | Grey (base); labeled "(sent manually)" if triggered by you |
| Shipping update email sent | Grey (base); labeled "(sent manually)" if triggered by you |
| SMS confirmation sent | Grey (base); labeled "(sent manually)" if triggered by you |
| Fulfillment hold applied | Yellow (warning), includes counts of total / held / failed / skipped |
| Fulfillment split applied | Green (success), includes counts of total / split / failed |
| Payment collected | Green (success); labeled "(collected manually)" if triggered by you |
| Payment collection failed | Red (critical); shows error message; labeled "(attempted manually)" if triggered by you |
| Payment due date rescheduled | Blue (info), shows old date and new date |
| Order split (preorder items moved to new order) | Green (success), shows new order name(s) |
| Order split failed | Red (critical), shows error message |
Actions on an individual order
The page header contains three action groups: Notify customer, Fulfill order, and More actions. See What customers will see above for the Notify customer actions.
Fulfill order
| Action | What it does |
|---|---|
| Open scheduled fulfillments | Moves scheduled fulfillments to open so the order can be fulfilled immediately. Requires confirmation. |
| Release "On hold" fulfillments | Releases held fulfillments so the order can be fulfilled immediately. Requires confirmation. |
| Reschedule fulfillment | Opens a date picker to set a new fulfillment date for this order. |
More actions
| Action | What it does | Availability |
|---|---|---|
| Reschedule payment | Opens a date picker to set a new payment due date. | Disabled for orders that are already paid, refunded, voided, or cancelled. |
| Collect payment | Attempts to collect the outstanding balance via Shopify. A confirmation modal lets you opt in to sending a payment-failed email notification to the customer if the charge is unsuccessful. | Disabled if the order is already paid, cancelled, or refunded. |
When an order is Partially paid and its payment due date has already passed, a primary Collect payment button also appears in the page header as a shortcut. The page updates automatically once Shopify confirms the outcome; do not refresh the page while collection is in progress.
STOQ requests payment through Shopify's API; Shopify performs the actual charge. STOQ does not store or process card details.
Troubleshooting
The orders list only shows orders STOQ has attributed to a preorder offer, placed through a product associated with an active or past preorder selling plan. Check that the product was added to the offer and that the customer completed checkout through the preorder widget. 1. Apply **Payment collection -> Failed** in the filter bar. 2. Check the **Payment status** column for orders still **Partially paid** or **Unpaid**. 3. Select them and use **Collect payment** from the bulk actions, or open an individual order and use **More actions -> Collect payment**.If retries keep failing, see [Preorder payment collection fails](/preorders/preorder-payment-collection-fails/).<Accordion title='A payment shows "Couldn't verify" in the Payment collection filter'> STOQ requested payment but couldn't confirm the outcome from Shopify within 24 hours, usually because settlement is delayed. Open the order and check the current Payment status badge; if it's still Partially paid or Unpaid, try Collect payment again. For orders that consistently show "Couldn't verify," see Preorder payment collection fails.
It only appears when STOQ has a phone number on record for that order, SMS is enabled for your shop, and the customer hasn't unsubscribed from SMS marketing. Bulk actions (open, release, reschedule, collect, and shipping update) process in the background. Click **Refresh table** in the confirmation banner to reload the list and see updated statuses, and avoid triggering the same action again while it's still processing.Limitations
The payment breakdown's shipping line currently always shows "Standard" at $0.00; the full shipping title and rate will be available in a future update.
FAQ
Can I see the orders for just one preorder offer?
Yes.
- To see orders for one offer, go to Preorders → Offers, open the offer, and select the Orders tab. This is the same orders list, automatically limited to that offer's orders, handy when you're managing a single drop or campaign.
- To see orders across every offer, use Reports → Preorders → Orders instead.
- You can also narrow the account-wide list to a specific offer with the Active offer, Inactive offer, or Deleted offer filters.
What does the red 'Due' badge mean?
The Due badge appears alongside Partially paid when the payment due date recorded by STOQ has already passed and the order's balance has not yet been collected. You can collect it manually from the More actions → Collect payment menu, or reschedule the due date via More actions → Reschedule payment.
Does collecting payment here charge the customer immediately?
Yes. When you trigger Collect payment, STOQ asks Shopify to capture the outstanding balance right away using the payment method the customer provided at checkout.
- If the charge succeeds, the order's financial status updates to Paid.
- If it fails, the failure is logged in the Activity timeline and, if the option was enabled, the customer receives a payment-failed email with a link to complete payment.
What is the difference between 'Open scheduled fulfillments' and 'Release On hold fulfillments'?
These target different fulfillment states.
- Open scheduled fulfillments changes Shopify fulfillment orders in the Scheduled state to Open so they can be fulfilled immediately, before their original scheduled date.
- Release "On hold" fulfillments removes the fulfillment hold STOQ applied (for On hold or Hold-all-fulfillments setups), allowing the order to be picked up and shipped.
- If you are unsure which applies, check the Fulfillment status column in the list: Scheduled orders need "Open", On hold orders need "Release".
Can I send a shipping update to all matching orders at once?
Yes.
- Apply the filters you need (for example, a specific offer or a date range).
- Select all rows on the page and click Select all N orders to extend the selection to all matching results.
- Use Send shipping update from the bulk actions. You can customize the subject, header, and description before confirming.
- The email is sent in the background.
Related articles
Preorders overview
Understand how STOQ preorders work end-to-end.
Preorder payment collection fails
Diagnose and resolve failed or unverifiable payment collection attempts.
Collect remaining preorder payments
Collect outstanding balances for deposit or pay-later orders.
Release held preorder fulfillments
Release on-hold orders and open scheduled fulfillments in bulk.
Reschedule preorder payments
Push back the payment due date for individual or bulk orders.
