Email a customer, find an order and check payouts on your phone

When your business leads with a storefront, the Do button on your phone offers three shortcuts for the questions a store owner asks most: who is this customer, where is this order, and did my payout arrive. They only look things up. If you do not see them, open More, choose App focus, and pick Store.

Email a customer

1. Tap Do, then Email a customer.
2. Type part of a name or an email address in Search customers. TALISK_HQ searches your whole customer list once you pause typing, and the list stays on screen while the next answer loads. Show more adds more rows.
3. Tap the customer. You see which store they came from, what they have spent and their recent orders. Tap an order to open it.
4. Tap Email. A new message opens with their address filled in. Nothing is sent until you write it and send it.

Each row shows the customer's name, their email address and how many orders they have placed, with the latest order first. There is no Email button when the store gave no address for that customer, or while you are working inside someone else's books as their bookkeeper or partner.

The message goes from the mailbox assigned to the store's books, the same one a computer uses. You can pick another mailbox under From before you send.

Find an order

1. Tap Do, then Find an order. Before you search it lists the last 30 days of orders, newest first.
2. To find one order by its number, type the digits or start with a #, like 1001 or #1001. The whole number has to match, so 100 does not find 1001, and it does not matter how old the order is.
3. To find an order by who placed it, type letters: part of a name or an email address in Search orders. Tap the customer to see their orders, then tap the order.

If nothing matches, TALISK_HQ says what it searched for, so you can tell a mistyped number from an empty store. For a number it also reminds you that the number has to match exactly.

An order shows its number, date, status, customer, items and totals. The figures are in the order's own currency, so a US dollar order says USD even when your books are in Canadian dollars. The order does not say which payout it was paid out in.

Check a payout

Tap Do, then Payouts. It lists what your store and payment processors paid out in the last 90 days, newest first. Each row shows:

• the date and the amount, in the payout's own currency;
• for a payout in another currency, a second line with its value in your books' currency at the payout-date rate;
• where it stands: Matched to bank once TALISK_HQ has paired it with a deposit, Awaiting bank match while the deposit has not been paired, or Held, not posted when its sales tax could not be worked out, so it is deliberately out of your books until that is resolved.

Tap a payout for its gross, fees, any adjustments or chargebacks, the net deposit and the transactions inside it, by order number. A held payout posts on its own once the problem is fixed; nothing is recorded in the meantime.

To pair a payout with its bank deposit, or to undo a pairing, use Payouts under Ecommerce on a computer. How a payout reaches your books is in How payouts land in your books.