Velaxe
OrderFlow — Orders, Carts, Quotes/RFQ, Shipments & Returns | Velaxe

OrderFlow

Reconcile orders with payment events

Tie authorizations, captures, refunds, and disputes to orders automatically.

15 min Beginner Finance, Support Lead Updated Sep 19, 2025
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Reconciliation timeline

Overview

Tie authorizations, captures, refunds, and disputes to orders automatically.

Prerequisites

  • Velaxe Payments connected and webhooks enabled

Permissions required

analytics.view orders:update

Steps (3)

Estimated: 15 min
  1. 1

    Connect Payments

    Admin 4 min Back to top

    Settings → Integrations → Payments → **Connect**. Enable webhook events: authorized, captured, refunded, dispute.*

    Tips

    —

    Validation

    —

    Success criteria

    —

  2. 2

    Review the Recon dashboard

    Finance 6 min Back to top

    Open Finance → Reconciliation. Filter by out-of-balance orders or unmatched refunds.

    Tips

    —

    Validation

    —

    Success criteria

    —

  3. 3

    Resolve exceptions

    Support/Finance 5 min Back to top

    For mismatches, click **Link transaction** or issue an adjusting refund/void.

    Tips

    —

    Validation

    —

    Success criteria

    • Exception queue = 0 and totals match the processor.

About this guide

OrderFlow is the operational heart of your store. Create and manage carts and orders, handle quotes/RFQs with approvals for B2B, and orchestrate shipments and returns. Keep teams aligned with timelines, status tracking and fast analytics rollups.

Recovery flows detect abandoned carts and trigger emails. Deep integrations connect ProductCatalog, Access Guard, Payments and ChannelBridge so OrderFlow stays in sync without storing card data. Export/import CSV or JSON, publish webhooks, and automate downstream processes with a secure Bridges layer.