Orders & Payments
Reading order activity history
The order activity history is a chronological log of everything that's ever happened to an order: status changes, notes, refunds, reassignments, edits...
Exporting invoices to QuickBooks
The QuickBooks export produces a CSV in QB's native invoice import format, with QB-compatible date formatting, line items, and a structure that maps c...
Exporting orders to CSV
The orders CSV export gives you a flat-file copy of every order matching your current filters — useful for board reports, custom reconciliation, or fe...
Connecting Stripe Connect
Stripe Connect is how Chamberly orchestrates online payments while your chamber retains full ownership of its Stripe account and funds. You connect on...
Disconnecting or reconnecting Stripe
You can disconnect Stripe at any time — to switch accounts, troubleshoot a sync issue, or move to reservation-only mode. Disconnecting halts new onlin...
Choosing payment mode for your chamber
Chamberly supports three payment modes at the chamber level: online , reservation , and both . The right choice depends on your subscription tier, ...
Reservation mode (no payment required)
Reservation mode lets sponsors claim a sponsorship without paying through Chamberly. The order moves directly to committed on submission, and your t...
Online payments with Stripe overview
Online payments use Stripe Checkout to collect cards and ACH from sponsors at the moment of purchase. Chamberly uses Stripe Connect, which means your ...
Reassigning an order to a different rep
Every order has an assigned chamber rep — usually the admin who created it or the sponsor's account manager. Reassigning the rep is useful when staff ...
Adding internal notes to an order
Order notes capture context that doesn't fit in structured fields — phone-call summaries, payment arrangements, special asks. Each note is either int...
Refunding an order
Refunds in Chamberly run through Stripe for online payments and are recorded as a status change for externally-paid orders. The system supports full a...
Cancelling an order and inventory restoration
Cancelling an order moves it to cancelled status and immediately restores any inventory the order was holding. Cancellations are appropriate when pa...
Creating a manual order on behalf of a sponsor
Manual orders let admins create orders on behalf of a sponsor — useful for phone sales, in-person closes, or sponsors who pay by check. You can collec...
Order status lifecycle
Every order in Chamberly moves through a defined lifecycle. Knowing each status — and what triggers a transition — helps you reconcile revenue, troubl...