Lock and Unlock Orders

Lock orders to prevent backers from changing them while you prepare for fulfillment. You can lock one order or several selected orders without closing the pledge manager for the entire project.

You can unlock orders at any time. After unlocking, backers can edit them according to your project’s current settings.

In this article

• Before you start
• What order locking changes
• Lock orders
• Unlock orders
• Payments and installments

Before you start

Order locking is available after the crowdfunding phase ends. For Express Crowdfunding projects, you can also lock orders during the campaign.

You need an Owner or Admin role at the creator or project level.

Locking restricts backer actions. You can still manage locked orders in the admin panel.

What order locking changes

When you lock an order, the backer can’t:

• Add, change, or remove items.
• Change their shipping address.
• Update their billing information.

If the backer has unsubmitted changes, locking temporarily hides those changes. After you unlock the order, the changes become available for submission again.

A locked active order also prevents the backer from placing another order in the same project. This restriction doesn’t apply when the locked order is in any of these stages:

• Ready for shipping
• Shipped
• Completed
• Canceled
• Edited by creator

The restriction also doesn’t apply while payment processing is in progress.

In the admin panel, a padlock icon identifies locked orders in the order list and order details.

Backers see disabled editing buttons on their Your Pledge page. A tooltip explains why they can’t edit the order.

Lock orders

Select the orders you want to lock in your project’s order list.

1. Sign in and open the admin panel.
2. Select your project.
3. Open the order list under Order List.
4. Select one or more orders using the checkbox.
5. Open the three-dot menu and select Lock orders.
6. Review the information in the confirmation window.
7. Select Submit.

The action applies to every selected order. If your selection includes both locked and unlocked orders, Lock orders locks all unlocked orders in that selection.

Unlock orders

Remove the lock when you want to allow backers to edit their orders again.

1. Open your project’s order list.
2. Select the orders you want to unlock.
3. Open the three-dot menu and select Unlock orders.
4. Select Submit in the confirmation window.

The action applies to every selected order. If your selection includes both locked and unlocked orders, Unlock orders removes the lock from all locked orders in that selection.

Payments and installments

Backers can continue paying for locked orders. They can:

• Resume or retry a payment.
• Change the payment method for their installment plan. This button appears only when the installment plan is active.
• Pay all remaining installments.

Scheduled installment collection continues as usual while an order is locked.