> For the complete documentation index, see [llms.txt](https://trybee-try-before-you-buy.gitbook.io/trybee-try-before-you-buy-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://trybee-try-before-you-buy.gitbook.io/trybee-try-before-you-buy-docs/trybee-try-before-you-buy/how-to-view-trial-based-orders-in-trybee.md).

# How to view trial-based orders in TryBee?

### Try Orders – Managing Trial-Based Orders

All orders placed through the **Try Before You Buy** model are automatically recorded within the **Try Orders** tab inside the **TryBee dashboard.** This centralized view enables merchants to efficiently **monitor, manage,** and take action on all **active** and completed **trial orders.**

#### Accessing Try Orders

To view **trial-based orders:**

1. Navigate to **TryBee – Try Before You Buy** within your Shopify admin.
2. Click on the **Try Orders** tab from the left-hand menu.

Here, you will find a structured list of all **trial orders categorized** by status, including: **All, Pending, Captured, Overdue**

If a customer has **not completed payment** and in the **trial period,** the order will appear under the **Overdue** section for immediate attention.

<figure><img src="https://1235359586-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FRBKaSFKMSp9UJZAQw7Dh%2Fuploads%2FMMhqhm1WexEpbuc6cDTR%2Funknown.png?alt=media&amp;token=d4229176-5e3a-46a0-892e-52cde82300e8" alt=""><figcaption></figcaption></figure>

#### Viewing Order Details

Each order is listed with essential information such as: **Order number, Customer name, Due date, Payment status, Order amount, Creation date**. To review complete order details, simply **click** on the **Order Number**. This will open a detailed view displaying:

* Trial status and remaining days
* Trial end date
* Items kept by the customer
* Individual product pricing
* Customer information
* Order Summary
* Trail Details&#x20;
* Payment Information

This detailed breakdown ensures **full transparency** into the customer's trial activity and purchase intent.

<figure><img src="https://1235359586-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FRBKaSFKMSp9UJZAQw7Dh%2Fuploads%2FPDHWvOtOVCMJdPK3J46m%2Funknown.png?alt=media&amp;token=8cb4f746-7e79-4324-86c2-90d44956d555" alt=""><figcaption></figcaption></figure>

#### Payment Capture Process

Payment handling is designed to be flexible and automated:

* **Automatic Capture:**\
  Once the **trial period ends**, payment is **automatically captured** for the items the customer chooses to keep.
* **Manual Capture (On-Demand):**\
  Merchants can **proactively collect payment** at any time by clicking the **Capture Payment** button within the order details page. This provides greater **operational control** when required.

Once payment is captured:

* The customer receives a **confirmation email.**
* The **payment** is successfully **processed.**
* The **order status updates** accordingly within the dashboard.

<figure><img src="https://1235359586-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FRBKaSFKMSp9UJZAQw7Dh%2Fuploads%2FgAMB4e41lcXdUlIu3QZw%2Funknown.png?alt=media&amp;token=267070a4-a9bb-4016-9a47-43c02cdaffff" alt=""><figcaption></figcaption></figure>

#### Viewing Orders in Shopify

For additional reference or **advanced order management**, merchants can click **View in Shopify** directly from the **order details page**. This redirects to the native **Shopify order view**, allowing access to **Shopify’s built-in order** management tools and records.

<figure><img src="https://1235359586-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FRBKaSFKMSp9UJZAQw7Dh%2Fuploads%2FgDayoOeY4f8XuaUhnxrN%2Funknown.png?alt=media&amp;token=b307ddb8-1b7b-4b90-bf60-8d4320613d48" alt=""><figcaption></figcaption></figure>

The **Try Orders** tab serves as the operational hub for managing all **trial-based transactions**. From **monitoring overdue payments** to manually capturing charges and reviewing **detailed customer activity**, this section ensures complete control and **clarity** over your **Try Before You Buy workflow.**

If you **need assistance**, you can contact our **support team** directly through the **in-app chat** within the dashboard or [**schedule a call**](https://calendly.com/talk-to-specialist/30min) with one of our **experts** for **personalized guidance.**

<br>
