Orders
3 min read
Overview
The Orders section shows your complete purchase history, including lead purchases (both free allocations and paid), subscription plan purchases, and transaction details.
About Order History
The Orders section at /pro/dashboard/orders displays your complete purchase history. This includes lead purchases (both free allocations and paid) as well as subscription plan upgrades and renewals.
What You'll Find
- All lead purchases (free and paid)
- Subscription plan purchases (upgrades, downgrades)
- Payment status for each order
- Lead type or subscription plan details
- Transaction dates and amounts
Understanding Order Records
Order Fields
Each order displays:
| Field | Description |
|---|---|
| Order ID | Unique identifier for the transaction |
| Date | When the purchase was made |
| Order Type | Lead purchase or subscription |
| Lead Type / Plan | Category of lead or subscription plan |
| Amount | Price paid (₹0 for free allocations) |
| Status | Payment status |
| Invoice | Link to download invoice |
Order Types in Orders
Lead Purchases
- Unmatched Leads: General leads available for purchase
- System-Matched Leads: Algorithm-matched leads (after 72-hour cooling)
- Meeting-Booked Leads: High-intent leads with scheduled meetings
Subscription Plan Upgrades/Downgrades
- Bronze: Entry-level plan - ₹9,990/year
- Silver: Mid-tier plan - ₹19,990/year
- Gold: Premium plan - ₹39,990/year
Order Statuses
Payment Status
| Status | Meaning |
|---|---|
| Paid | Payment successful |
| Pending | Payment processing |
| Failed | Payment failed |
| Refunded | Payment was refunded |
Viewing Order Details
From the Orders List
- Navigate to
/pro/dashboard/orders - Click on any order row
- View full details
Order Detail Information
- Lead name and questionnaire details
- Contact information (after purchase)
- Payment method used
- Transaction ID
- Invoice download link
Downloading Invoices
Access Invoices
- Go to
/pro/dashboard/orders - Find the order
- Click "Download Invoice"
Invoice Contents
Each invoice includes:
- Riafin company details
- Your advisor details
- Order number and date
- Lead type or subscription plan changes
- Amount and tax (if applicable)
- Payment status
Alternative: Invoices Page
You can also access all invoices at /pro/dashboard/invoices
Troubleshooting
Payment Failed
If a payment fails:
- Check your payment method
- Ensure sufficient balance/limit
- Try alternative payment method
- Contact support if issue persists
Order Not Delivered
If a lead is not delivered:
- Check order status
- Verify payment was successful
- Contact support with order ID
Best Practices
Track Spending
- Review orders regularly
- Monitor free allocation usage
- Understand when payments are deducted
Record Keeping
- Download invoices for tax purposes
- Keep order numbers for reference
- Track lead sources for business analysis