SleekView Kanban for Zip Checkout for WooCommerce
SleekView reads WooCommerce orders paid through the Zip Checkout BNPL gateway, groups every order by status, and lets finance drag orders between Pending, Approved, Completed, and Refunded so the underlying WooCommerce order updates the moment the column changes on the board.
♾️ Lifetime License available
Why Zip Checkout BNPL orders fit a kanban view
Zip Checkout for WooCommerce processes Buy Now Pay Later payments through the Zip gateway. Orders come through with the standard WooCommerce statuses like wc-pending, wc-processing, wc-on-hold, wc-completed, and wc-refunded, plus Zip-specific metadata in wp_postmeta for the zip_order_id, the zip_charge_id, the consumer_id, and the Zip payment status. The native WooCommerce orders screen shows them mixed with all other orders, which makes Zip reconciliation impractical for finance.
SleekView Kanban reads the same WooCommerce orders you would query with WC_Order, filtered to orders that used the Zip gateway. Pick post_status as the group column and every order becomes a card slotted under Pending, Approved, Completed, or Refunded. Card fronts show the customer name, the order total in store currency, the zip_order_id, the consumer_id, the date placed, and the Zip installment plan summary, so finance has every Zip-specific detail right on the card for reconciliation against the Zip dashboard.
Dragging a card between columns calls the standard WooCommerce status transition the admin uses, which fires woocommerce_order_status_changed. Zip's refund flow fires for refund transitions when configured, the customer notification email goes out through WooCommerce's email module, the Zip merchant dashboard reflects the change, and any extension subscribed to the WooCommerce hooks reacts, exactly as it would after a manual admin status change.
Workflow
From Zip order list to live finance board
Connect your WooCommerce order source
Pick post_status as the group column
Choose what each Zip order card shows
Enable drag-and-drop status updates
Sample board
Sample Zip Checkout BNPL order board
Comparison
Default WooCommerce orders vs SleekView Kanban
Default WooCommerce orders list
- Flat orders list with status as a small label per row, no Zip distinction
- No visual sense of how many Zip BNPL orders are pending 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_postsor HPOS orders directly without a sync -
Drag a card to fire
woocommerce_order_status_changednormally - Cards show customer, total, zip_order_id, consumer_id, installment plan summary
- Column counts update live so a Pending Zip backlog stays visible at all times
-
Per-role capabilities tie writeback to
edit_shop_orderas expected
Features
What SleekView Kanban gives you for Zip Checkout for WooCommerce
Native Zip BNPL engine
Every column maps to a real WooCommerce order status registered through wc_register_order_status. Zip refund flow fires for refund transitions when configured, customer emails go out through WooCommerce, the Zip merchant dashboard reflects the change, and subscribed extensions react.
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 Zip transactions above 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 every shift.
Audience
Where a Zip Checkout kanban changes daily work
Daily Zip BNPL reconciliation
Finance pulls the Completed column for the day filtered to Zip Checkout, sums the totals, and reconciles against the Zip merchant dashboard payouts report for the day without manually exporting CSVs from both systems to find discrepancies one by one in spreadsheets every single cycle.
BNPL approval triage
When Zip orders sit in Pending longer than the Zip SLA, finance filters the affected cohort by Zip payment status, identifies the BNPL approval issue, and contacts Zip support directly with the zip_order_id values from the cards to resolve before more orders stall in the pending queue.
Refund workflow
Support drags refund-approved orders from Completed to Refunded, the Zip refund flow fires for the refund transition, and finance reconciles the refund batch against the Zip merchant dashboard refund report without having to manually trigger refunds from Zip one at a time directly from there.
The bigger picture
Why this view matters for a Zip-connected store
Stores running Zip Checkout for WooCommerce process hundreds of BNPL transactions every day through the Zip gateway. Some clear instantly after Zip approves the installment plan, some take a few minutes for additional review, some get declined when the customer fails the credit check. The default WooCommerce orders screen mixes Zip transactions with COD, prepaid, and other gateway orders, which makes Zip-specific reconciliation a CSV export exercise every single day for finance teams.
The disconnect between what the Zip merchant dashboard shows and what WooCommerce shows is the source of most accounting headaches for Zip merchants. A successful BNPL approval lands in Zip but the WooCommerce order stays Pending because the webhook failed. A refund shows in WooCommerce but never appears in the Zip dashboard because the integration was misconfigured.
A daily payout from Zip shows revenue that does not match WooCommerce. A kanban view that reads and writes the same WooCommerce orders the gateway processed, filtered to Zip specifically, keeps the team and the books honest. Every drag is a real status change, every column count reflects the real Zip 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 Zip Checkout for WooCommerce
Yes. SleekView reads standard WooCommerce orders and filters to orders that used the Zip Checkout gateway through the order meta. The board scopes to Zip transactions so finance sees Zip-specific reconciliation separately from COD and other payment method orders processed on the storefront.
 Yes. The plugin's refund integration listens for woocommerce_order_status_changed to refunded and calls the Zip refund API when configured. Dragging a card to Refunded fires the same status transition the admin uses, so the Zip refund fires exactly as it would after a manual refund from dashboard.
 Yes. Card fields are configurable per board. Most finance teams show the customer billing name, order total in store currency, zip_order_id from order meta, consumer_id, date placed, and the Zip installment plan summary so finance has every detail directly visible on each card.
 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 Zip 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 cycle.
 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 BNPL gateways like Zip, Klarna, and Afterpay or scope to Zip only. Most finance teams keep a dedicated Zip board for the daily reconciliation and a combined BNPL board for management reporting 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.
 Pricing
More than 1000+
happy customers
Explore our flexible licensing options tailored to your needs. Upgrade your license anytime to access more features, or opt for a lifetime license for ongoing value, including lifetime updates and lifetime support. Our hassle-free upgrade process ensures that our platform can grow with you, starting from whichever plan you choose.
Lifetime ♾️
Most popular
EUR
once
- Unlimited websites
- Lifetime updates
- Lifetime support
...or get the Bundle Deal
and save €250 🎁
The Bundle (unlimited sites)
Pay once, own it forever
Elevate your WordPress site with our exclusive plugin bundle that includes all of our premium plugins in one package. Enjoy lifetime updates and lifetime support. Save significantly compared to buying plugins individually.
What’s included
-
SleekAI
-
SleekByte
-
SleekMotion
-
SleekPixel
-
SleekRank
-
SleekView
€749
Continue to checkout