Purchases
Purchases are the associated records of the orders placed by customers on the Cleverbridge-hosted checkout pages. Each purchase is assigned a unique reference number and a status by the Cleverbridge platform. The status of a purchase describes the current state of the purchase, such as quote, paid, or refunded.
Customers
Customers are individuals or organizations that purchase your products. Every time a purchase is made, a customer record is created and displays in the Customer viewer. The Customer viewer displays contact information for the customer, as well as details about the purchase.
History entries
History entries are detailed notes about the customer interactions and transaction events that occurred after an initial purchase. They are vital to discerning what has happened and what must still be done with regard to purchases.
Follow-ups
A follow-up is a reminder about open product and purchase issues. You can set up Personal follow-ups for individuals, such as yourself. Alternatively, you can set up General follow-ups as an internal information tool for departments/offices in your organization.
Error logs
The Error Log provides an overview of purchase errors and is used to identify and solve purchase-related problems as they occur. All the purchase errors appear in the Error Log Summary table of our web admin tool.