Manage custom orders

You can create a prefilled shopping cart with customized products and pricing for a specific customer. The custom order generates a unique link that you can send directly to your customer to complete the checkout.

For each custom order, you can apply the following customizations:

• Products and associated quantities
• Order tags
• Default country and currency
• Pricing and discounts

The custom order (and each copy of it) will adopt the attributes of the associated product. Because of this, you should avoid overriding associated attributes unless necessary.

The sections below explain how to generate these orders, share the links, and manage their status. Select a card or use the TOC on the right to jump ahead.

Create a custom order

You can use an existing order reference as a template or create a new custom order from scratch. You can override the values of each field during creation.

1. In the FastSpring app, go to Sales > Orders > Custom Orders.
2. Click the Create dropdown (top right) and select Create Custom Order or Create From Existing Order. The Create Custom Order modal opens.
   • If you select Create From Existing Order, enter the existing order reference or ID number to apply the associated information. You can still edit all fields.
3. Under Order Information, configure the basic details:

   • Order Title: Enter an internal-facing name for the custom order. A default title based on the current date and time is automatically provided.

   • Products in the Order: Type the product name or ID of the product you wish to include, and specify the quantity you would like to apply. Repeat this step for each product.

     Note: (Optional) Select Override price to enter a customized price per unit for the custom order.

   • Coupon Code: (Optional) Enter a coupon code to be applied to the order.

   • Order Tags: (Optional) Click + Add Tag to apply custom order tags as key/value pairings. FastSpring stores these as part of the order and returns them in webhook events and API responses.

4. Complete the Customer Information section:
   • Required fields: First Name, Last Name, and Email.
   • Optional fields: Phone Number, Company, Country, Order Currency, Address details, Tax/VAT ID, and Custom Referrer.
5. Click Create. The order will appear in the Custom Orders tab.

Share custom order URL

Once the order is created, you must send the unique URL to the customer so they can complete the payment.

1. In the FastSpring app, go to Sales > Orders > Custom Orders.
2. Locate the URL in the Reference column.
3. Copy and send this URL to your customer.

When the customer clicks the link, they will see the prefilled checkout. After they complete the payment, FastSpring displays a Completed badge next to the order in your dashboard.

Deactivate or delete custom order

You can temporarily deactivate live custom orders. When deactivated, the URL redirects customers to your homepage.

1. In the FastSpring app, go to Sales > Orders > Custom Orders.
2. On the Custom Orders page, locate the custom order you want to deactivate or delete.
3. Under the Actions column, select an action:
   • Disable: Temporarily removes access to the checkout URL. You can reactivate it at any point.
   • Delete: Permanently removes the custom order.