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SleekView Kanban for Instamojo for WooCommerce

SleekView reads WooCommerce orders paid through the Instamojo gateway, groups every order by its payment status, and lets finance drag orders between Pending, Processing, Completed, and Refunded so the underlying WooCommerce order updates the moment the column changes.

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SleekView Kanban board for Instamojo for WooCommerce

Why Instamojo orders fit a kanban view

Instamojo for WooCommerce processes payments through the Instamojo Indian payment gateway. Orders come through with the standard WooCommerce statuses like wc-pending, wc-processing, wc-on-hold, wc-completed, and wc-refunded, plus Instamojo-specific metadata in wp_postmeta for the payment_id, the payment_request_id, and the Instamojo response status. The native WooCommerce orders screen shows them mixed with all other orders, which makes Instamojo-specific reconciliation impractical.

SleekView Kanban reads the same WooCommerce orders you would query with WC_Order, filtered to orders that used the Instamojo gateway. Pick post_status as the group column and every order becomes a card slotted under Pending, Processing, Completed, or Refunded. Card fronts show the customer name, the order total in INR or store currency, the Instamojo payment_id, the payment_request_id, and the date placed, so finance has every Instamojo-specific detail directly on the card for the reconciliation.

Dragging a card between columns calls the standard WooCommerce status transition the admin uses, which fires woocommerce_order_status_changed. Instamojo's refund webhook fires for refund transitions when configured, the customer notification email goes out through WooCommerce's email module, and any extension subscribed to the WooCommerce hooks reacts, exactly as it would after a manual admin status change from the order edit.

Workflow

From Instamojo order list to live finance board

1

Connect your WooCommerce order source

Point SleekView at the orders post type with a filter for the Instamojo gateway meta. Add filters for INR amount range, customer, or date so the board scopes to Instamojo transactions from this week rather than every gateway transaction the storefront has ever processed in total.
2

Pick post_status as the group column

Choose post_status and the board renders one column per WooCommerce status. You can also group by hour of day when monitoring traffic surges during peak Indian e-commerce sales windows, or by Instamojo response status when triaging stuck transactions for the team to address quickly.
3

Choose what each Instamojo order card shows

Map fields onto the card front. Most finance teams show the customer billing name, order total in INR, Instamojo payment_id, payment_request_id, date placed, and the Instamojo response status so finance has every detail right on the card for reconciliation against the Instamojo dashboard.
4

Enable drag-and-drop status updates

Turn on writeback so dragging a card writes the new post_status. WooCommerce hooks fire normally, Instamojo refund webhook fires for refund transitions when configured, customer notification emails go out, and capability checks tie writeback to edit_shop_order so only managers can change.

Sample board

Sample Instamojo order board

Four real WooCommerce statuses applied to Instamojo orders showing how a finance team reconciles payment transactions across the Indian payment workflow directly on one shared board.
Pending
8
Order #14872 awaiting Instamojo confirm
Mara V, INR 5400, pending
Order #14869 awaiting Instamojo confirm
Theo Berg, INR 12400, pending
Order #14863 awaiting Instamojo confirm
Klaus M, INR 3200, pending
Processing
48
Order #14855 Instamojo payment captured
Anna Becker, INR 8200, captured
Order #14849 Instamojo payment captured
Hiroshi Tanaka, INR 18400, captured
Order #14842 Instamojo payment captured
Sofia Romero, INR 4800, captured
Completed
284
Order #14820 Instamojo completed
James OConnor, INR 12400, done
Order #14808 Instamojo completed
Priya Sharma, INR 5800, done
Order #14795 Instamojo completed
Lukas Novak, INR 22400, done
Refunded
6
Order #14728 Instamojo refund issued
Carla Bianchi, INR 2400, refund
Order #14710 Instamojo refund issued
David Park, INR 8200, refund
Order #14694 Instamojo refund issued
Olivia Wright, INR 18400, refund

Comparison

Default WooCommerce orders vs SleekView Kanban

Default WooCommerce orders list

  • Flat orders list with status as a small label per row, no Instamojo distinction
  • No visual sense of how many Instamojo payments are processing versus completed
  • Bulk status changes require checkboxes and a dropdown at the top of the screen
  • Filtering by payment gateway requires custom URL parameters or SQL queries directly
  • Finance staff need full shop manager access just to flip an order to refunded

SleekView Kanban

  • Reads the standard wp_posts or HPOS orders directly without a sync
  • Drag a card to fire woocommerce_order_status_changed normally
  • Cards show customer, INR total, Instamojo payment_id, payment_request_id, status
  • Column counts update live so a Pending Instamojo backlog stays visible always
  • Per-role capabilities tie writeback to edit_shop_order as expected

Features

What SleekView Kanban gives you for Instamojo for WooCommerce

Native Instamojo payment engine

Every column maps to a real WooCommerce order status registered through wc_register_order_status. Instamojo refund webhooks fire for refund transitions when configured, customer emails go out through WooCommerce's email module, and any extension subscribed to WooCommerce hooks reacts.

Drag-and-drop with audit trail

Each move writes a note to the order timeline naming the user who dragged it and the column it came from. If a finance lead pushes a refund through the board, the chain of custody stays permanent and visible to compliance reviewers later during the next monthly audit cycle window.

Saved boards per workflow

Filter to Instamojo transactions over a high-value threshold for the senior finance reviewer, transactions from a specific date range for monthly close, and refunded transactions for the dispute team. Each saved view becomes a shareable URL that opens straight into the right board each shift.

Audience

Where an Instamojo kanban changes daily work

Daily payment reconciliation

Finance pulls the Completed column for the day filtered to Instamojo, sums the totals, and reconciles against the Instamojo dashboard payouts report for the day without manually exporting CSVs from both systems to find discrepancies one by one in spreadsheets every single day.

Pending payment triage

When orders sit in Pending longer than the Instamojo SLA, finance filters the affected cohort by Instamojo response status, identifies the gateway issue, and contacts Instamojo support directly with the payment_id values from the cards to resolve before more orders stall in the queue.

Refund workflow

Support drags refund-approved orders from Completed to Refunded, the Instamojo refund webhook fires for the refund transition, and finance reconciles the refund batch against the Instamojo dashboard refund report without having to manually trigger refunds from Instamojo one at a time.

The bigger picture

Why this view matters for an Instamojo-connected store

Indian e-commerce stores running Instamojo process hundreds of transactions every day across UPI, card, netbanking, and wallet payment methods routed through the Instamojo gateway. Some clear instantly, some take a few minutes for confirmation, some get stuck in Pending when the customer abandons the Instamojo page. The default WooCommerce orders screen mixes Instamojo transactions with COD, prepaid, and bank transfer orders, which makes Instamojo-specific reconciliation a CSV export exercise every single day.

The disconnect between what the Instamojo dashboard shows and what WooCommerce shows is the source of most accounting headaches for Indian merchants using Instamojo. A successful payment lands in Instamojo but the WooCommerce order stays Pending because the webhook failed. A refund shows in WooCommerce but never appears in the Instamojo dashboard because the integration was misconfigured.

A daily payout from Instamojo shows ten thousand rupees more than WooCommerce reports as Completed and nobody knows why. A kanban view that reads and writes the same WooCommerce orders the gateway processed, filtered to Instamojo specifically, keeps the team and the books honest. Every drag is a real status change, every column count reflects the real Instamojo pipeline health, and the cards themselves carry enough context for a new finance analyst to handle reconciliation on day one of the job.

Questions

Common questions about SleekView Kanban for Instamojo for WooCommerce

Yes. SleekView reads standard WooCommerce orders and filters to orders that used the Instamojo gateway through the order meta. The board scopes to Instamojo transactions so finance sees Instamojo-specific reconciliation separately from COD and other payment method orders on the storefront.

 

Yes. The plugin's refund integration listens for woocommerce_order_status_changed to refunded and calls the Instamojo refund API when configured. Dragging a card to Refunded fires the same status transition the admin uses, so the Instamojo refund webhook fires exactly as it would after a manual refund.

 

Yes. Card fields are configurable per board. Most finance teams show the customer billing name, order total in INR, Instamojo payment_id and payment_request_id from order meta, date placed, and the Instamojo response status so finance has every detail directly on each card for reconciliation.

 

Yes. Every move runs through current_user_can('edit_shop_order') before the status writeback hits the database. A shop manager can move anything, a finance role with limited access can drag for personal sorting but the change does not persist, and unauthorized moves snap back with a toast.

 

Filters apply at the database query level. A typical board scopes to Instamojo orders from the current and prior day for the daily reconciliation, so the rendered card count stays under a thousand. Older orders remain queryable through a separate saved archive view for monthly audits.

 

Yes. SleekView reads from the wc_orders table when HPOS is enabled and falls back to the wp_posts orders post type otherwise. The same column mapping and drag behavior work in both modes, and you can switch between them without redoing your saved board views on the finance team monitors.

 

Yes. The board filter lets you include orders from multiple payment gateways or scope to Instamojo only. Most finance teams keep a dedicated Instamojo board for the daily Indian gateway reconciliation and a combined board for management reporting on overall revenue without rebuilding filters every shift.

 

Yes. Every drag writes an order note through WooCommerce's native order notes API. The note names the user, the source status, the destination status, and the timestamp. It shows up in the order edit screen, in the customer-facing order history if enabled, and in any export that pulls notes.

 

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