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Custom Orders

Overview

This article describes the Custom Orders feature and explains how to use it.

The Custom Orders feature lets you create a pre-populated shopping cart for a specific customer and provides a link you can email to the customer. Each custom order can contain any number of products, and you can override pricing or apply coupons. You can also pass custom order tags (e.g., for inclusion in webhooks or API responses) and override the customer's default country and currency using custom orders.

 

Creating a Custom Order

To create a custom order, select the Sales menu of the FastSpring App, and then select the Orders tab.

Next, click the the Custom Orders tab, just below the order search bar.

Clicking  opens the Create Custom Order popup dialog.

  • Title - This field is for internal use; enter a name that allows you to identify the specific custom order. For example, you might enter the name of the customer for whom you are creating the custom order.
  • Products in the Order - Select this field and begin typing the name of the first product to be included in the order. You can then click to choose the desired product from the drop-down list that appears, and optionally specify the Quantity to be included in the order. You can add additional products to the order in the same way. Once you have selected a product, you can optionally choose to override the product's standard price by selecting the Override unit price checkbox. Then, enter the desired price in the applicable currency.

  • Assign Coupon to the Order - If desired, you can assign an existing coupon to the order. Enter the coupon code (not the coupon path/ID).
  • Tags - Optionally, enter custom order tags as key/value pairings. These are stored as part of the order record and returned in optional webhook events (e.g., order.completed) and API responses.

     Note

    The sum of the number of characters entered into the Key and the Value fields must not exceed approximately 4,000 characters.
     
  • Customer Information - The customer's First NameLast Name, and E-mail address are all required fields. You can optionally provide the customer's Phone Number and Company. If you need to record the customer's physical address, you can use the optional Address Line 1, Address Line 2, City and State / Region fields.You can also select a specific Customer Country and Order Currency if desired; otherwise, the country and currency will be selected dynamically for the customer.

     Tip

    If you enter the email address of a customer that already has a FastSpring customer account in your Store, the First NameLast Name, and Company (if any) that you enter for the custom order will overwrite/update the existing customer account record.
     

Once the information is complete, click Add. The newly created custom order appears in a list under the Custom Orders tab.

 

Creating a Custom Order from an Existing Order

Sometimes you might want to create a custom order using an existing order to automatically populate the customer info, cart contents, country, or currency. There are two ways to begin this process.

 

Method 1

On the Custom Orders tab, click . You are prompted to enter the order reference or the order ID of the transaction you want to duplicate as a custom order.

You can enter either value and then click Copy Order. Tip: The order reference is the customer-facing order number shown on the completion page, email receipts, and invoices.

 

Method 2

When viewing the details of an existing order record (including a failed or declined order), click Copy to New Custom Order on the right-hand side of the order details.

 

Reviewing and Saving the New Custom Order

Regardless of whether you use Method 1 or Method 2 above, a new custom order is created with the details pre-filled. The original order ID and order reference are displayed, and the name reflects that this new custom order has been created from the original order reference:

You can modify the order details as needed. For specific field guidance, see Creating a Custom Order above. When you are ready, click Add to complete the creation of the new custom order. Then, provide the custom order URL to the customer (as explained in the next section of this article).

 Note

If you started from the order details page of an existing order record, then after creating the custom order, you can navigate to Sales → Orders → Custom Orders to obtain the URL.

 

Providing the Customer with a Link to the Custom Order

Custom orders that have not yet been processed and have not been disabled have a status of Enabled. For any custom order that is currently Enabled, you can click the  button to copy the custom order's complete URL to your clipboard. Then you can paste that URL into an email message or other message to the customer.

Once a customer has completed a custom order successfully, the transaction's order reference appears in blue. A  badge also appears to help you identify that the order is complete, at a glance.

 

Disabling and Deleting Custom Orders

If you need to disable an enabled custom order temporarily, click the  badge and select Switch to Disabled.

The URL for a custom order that has been disabled does not work to load the custom order. Instead, a customer attempting to use the URL for a disabled custom order would be redirected to the homepage of your default Web Storefront with no cart items selected and no personal information applied to the session. You can re-enable a disabled custom order by clicking  and selecting Switch to Enabled.

You can also click the Delete command to delete a custom order permanently. Any associated transaction that has already occurred will not be affected. Unlike a disabled custom order, you cannot re-enable a deleted custom order.

 

Filtering the List of Custom Orders

At the top left-hand corner of the Custom Orders tab, there is a filter that allows you to control which types of custom orders appear on the page. Click the drop-down next to the selector and choose an option; the page contents automatically refresh to include custom orders of the selected type.

OptionDescription
EnabledShows all custom orders with the green Enabled badge; these are awaiting completion by their corresponding customers
DisabledShows only custom orders that have been manually disabled via the FastSpring App
CompletedShows only custom orders that have been completed successfully by their corresponding customers
AllShows all custom orders regardless of whether they are enabled, disabled or completed

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