How to manage orders in Menubly dashboard

Once you've set up online ordering for your restaurant, all customer orders will appear in your Orders dashboard. This guide shows you how to view, manage, and send invoices to your customers.

View your orders

  1. Log into your Menubly account

  2. Click on "Orders" in the top navigation menu

  3. If you have multiple menus, use the dropdown next to "Orders" to select which menu's orders you want to view

Menubly Order Management Dashboard.png

Your orders table shows:

Column

Description

Order ID

Unique order number (e.g., 260129-0001)

Order Status

Confirmed, Pending, Fulfilled, or Cancelled

Payment Status

Unpaid, Paid, Partially Paid, or Refunded

Customer Details

Customer name and phone number

Delivery Details

Pick-up or Delivery (with option to copy address)

Total Price

Order total amount

Created at

Date and time the order was placed

View order details

Click on any order row to open the detailed order screen. Here you can see:

  • Full list of items the customer ordered

  • Selected options and add-ons for each item

  • Item quantities and prices

  • Delivery fee (if applicable)

  • Order total

Menubly Order Management Detail.png

Search for orders

Use the search bar at the top to quickly find orders by:

  • Order ID

  • Customer name

  • Phone number

Update order status

  1. Find the order you want to update

  2. Click the Order Status dropdown (e.g., the green "Confirmed" button)

  3. Select the new status from the dropdown menu

  4. The change saves immediately
    Order statuses:

  • Pending - New order, awaiting confirmation

  • Confirmed - Order accepted and being prepared

  • Fulfilled - Order completed and delivered/picked up

  • Cancelled - Order was cancelled

Update payment status

  1. Find the order you want to update

  2. Click the Payment Status dropdown

  3. Select the new status

  4. The change saves immediately
    Payment statuses:

  • Unpaid - Awaiting payment

  • Paid - Full payment received

  • Partially Paid - Partial payment received

  • Refunded - Payment was refunded

Send an invoice to customers

Send an invoice with your payment instructions directly to the customer:
This is useful when you're using manual payment collection (cash on delivery, bank transfer, etc.).

  1. Click the "Send Invoice" button on the right side of the order row

  2. A popup appears with an invoice link

  3. Copy the link and send it to your customer via WhatsApp, SMS, or email

Menubly send order invoice.png

The invoice shows your restaurant details, the complete order, and your payment instructions (e.g., Venmo, bank transfer, cash on delivery).

Menubly Invoice Detail.png

Copy delivery address

For delivery orders, you can quickly copy the customer's address:

  1. Find the delivery order

  2. Under Delivery Details, click "Copy address"

  3. The address is now copied to your clipboard - paste it into Google Maps or your delivery app

Get notified of new orders

Never miss an order! If you've set up your WhatsApp number in Order Settings, you'll receive a WhatsApp message for each new order.

Tips for managing orders efficiently

  • Check your dashboard regularly during busy hours

  • Update order and payment status promptly to keep track of your orders

  • Use the search bar to quickly find specific orders

  • Send invoices immediately for unpaid orders so customers can complete payment

  • Keep your WhatsApp notifications on so you never miss an order

Frequently Asked Questions

How do I know when a new order comes in?

If you've set up WhatsApp ordering, you'll receive a WhatsApp message for each new order. You can also check the Orders dashboard regularly during business hours.

Can I filter orders by date or status?

Currently, you can use the search bar to find specific orders by Order ID, customer name, or phone number.

How do I refund an order?

Change the Payment Status to "Refunded" using the dropdown. You'll need to process the actual refund through your payment provider (Stripe, bank transfer, etc.).

Can I print an order?

Click on the order to view details, then use your browser's print function (Ctrl+P or Cmd+P) to print the order details.

How do I cancel an order?

Click the Order Status dropdown and select "Cancelled". Consider contacting the customer via WhatsApp or phone number to let them know.

Can I edit an order after it's placed?

Orders cannot be edited directly. If a customer wants to change their order, ask them to place a new order and cancel the original one.

How long are orders kept in the dashboard?

All orders are stored in your dashboard indefinitely. You can always go back and view past orders.

Why can't I see the "Send Invoice" button?

The Send Invoice button only shows for orders with "Unpaid" payment status. If the customer paid instantly through Stripe when placing the order, the payment is already complete and no invoice is needed.


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