Open your buyer workspace
Open My Orders or choose Buying on the Dashboard. Both use the same buyer history for the signed-in account. Buying contains Overview, Orders, Saved forms, and Documents. Overview highlights current actions and updates; reading a notification or archiving a purchase does not resolve an outstanding order action. Updates are grouped by form. Select a form heading to expand or collapse its orders; groups with several orders start collapsed.
Buyers who checked out without an account can sign in with the same checkout email to see matching live orders and their message threads. If you open buyer history while signed out, sign in to return to the page and order link you opened. Open View order to see saved items, discounts, shipping, fees, total, submitted fields, and available payment, fulfillment, and update records. Agreement and file-upload echoes are hidden from this buyer view. Older submitted fields without a saved label use a friendly field-type name instead of exposing a raw internal block ID.
Available actions depend on the current order and can include Edit order, Mark received, Open current payment request, Add payment proof or TXID, an order conversation, Report an issue, and a review. Use Visit form to open the seller's current form when available. Review its current products, prices, and access requirements before placing a new order.
Find orders and manage your archive
Use Search purchases and Dates to narrow your history. Open Statuses and archive to select one or several statuses, including Completed. Select all includes every status; Clear all selects none. Include archived orders adds archived purchases to the same results without replacing the selected statuses. New filters start with all statuses and exclude archived orders.
Use Next page for older results. If a search has not finished checking older purchases, Continue search keeps looking even when the current page has no matches. A direct order link can open a purchase outside the current filters or page without changing those filters.
Choose Archive order in an order's details, or select records in the list and use Archive selected. To restore purchases, check Include archived orders, then use Restore from archive or Restore selected. Select this page selects only the displayed page. A mixed selection offers separate archive and restore actions. If some changes cannot be confirmed, use Refresh results before retrying.
Your archive is private to your account and separate from the seller's archive. Archiving does not change the seller's operational order, payment obligation, or fulfillment status.
Save forms and organize purchases privately
Choose Save form on a form or from Return to the form in an order. Saving requires a signed-in account with a verified email. If prompted, use Sign in to save or Verify your account to save, finish verification, return to the form, and choose Save form. Signing in or verifying alone does not save it.
Open Saved forms to add a Private nickname, choose Pin this form, and select Save nickname and pin. Removing a saved form keeps your orders and private notes. A bookmark does not reserve stock, place an order, preserve entered form answers, or grant access: password, invitation, availability, and closure rules still apply when you visit.
In an order, open Private notes to edit Private order title, Labels, separated by commas, and Private note — only you. Choose Save private changes to persist them. These fields belong to your account; they do not edit the seller's order or send a message. A note submitted with the original order is separate and may be visible to the seller.
If another tab has saved a newer version, compare it with your retained draft. Choose Use saved version or Keep my draft for next save before saving again. An error message is not confirmation that a change was saved.
Read payment and fulfillment records
For request-payment-later orders, history and receipt downloads do not expose payment destinations. Open current payment request appears only for a valid authorized request. Add payment proof or TXID is unavailable before that request and while its payment page is active; supplemental proof is allowed only after a matching request payment was recorded. A previous proof upload alone never unlocks payment. If payment is paused or unavailable, wait for the seller to send a fresh request.
Payment evidence submission, seller review, and a verified transfer are different events. EZFormz does not send refund funds. Payment, fulfillment, and dated-update sections show the records available for that purchase; unavailable history is not proof that an event never happened.
If a payment block was removed, its old payment details remain hidden. EZFormz uses the original receipt's field definitions to preserve known non-payment answers. If an old field cannot be safely identified, it is withheld from the buyer view, not deleted from the saved order.
Understand a protected receipt
EZFormz captures an immutable protected receipt when a new order is created. While the live order is available to the same buyer, history presents one purchase rather than a duplicate snapshot. If the operational order later becomes unavailable, the protected receipt preserves the saved evidence captured for that purchase.
Read the record's preservation label and limitation. An original order snapshot, a backfilled record, and an independently reconstructed Recovered record have different provenance. A preserved record may not contain later edits, status changes, payments, tracking, messages, or reviews; it is not a live order or a complete lifecycle history.
Protected receipts never appear in seller fulfillment, revenue, inventory, payment, shipping, tax, or connected-sheet workflows. They exclude the seller's full form configuration, payment-method details, and proof objects. Download, archive, restore, private organization, and a form shortcut may remain available. Live edit, payment proof, message, review, tracking-update, and received actions are unavailable.
Download receipts and buyer exports
In an order's Documents section, choose Download current summary PDF for available current order data or Download preserved receipt PDF for preserved evidence. If a preserved receipt is unavailable, a current summary is not silently substituted. Both shareable PDFs exclude your private titles, labels, and notes. Each PDF identifies its current or preserved basis and generation time. A preserved PDF also shows its capture time when known and warns that original submission timing is unknown and later changes may be absent.
The Buying Documents tab also offers JSON records and CSV summary exports. Choose All my purchases, Current search and filters, or select displayed purchases and use Export selected. All purchases includes archived records; a filtered export follows Include archived orders and the other current filters. Export continues beyond the currently loaded page and reports completion or a failure instead of silently downloading a partial file. JSON and CSV include the chosen scope, captured filters or selected purchase references, traversal start and completion times, and exported purchase count. Those settings stay fixed for that export even if you change the visible filters while it runs.
Private organization is excluded by default. Select Include my private organization in a separate personal section only when you want private titles, labels, notes, and your saved-form library in the personal export. This does not add private content to shareable PDFs. See Manage account data and contact support for export limits and account deletion.
Mark a live order received
For a live order without automated EasyPost or Shippo tracking, Mark received appears in Paid, Ordered from vendor, Packing, Ready for pickup, Shipped, and Direct Vendor Shipped states. Confirming the action moves the order to Completed and queues the connected Google Sheet status update. The buyer cannot undo it from My Orders.
The button is hidden when the order has automated EasyPost or Shippo tracking because the delivered carrier event can complete it automatically. It is also unavailable on Received, On hold, Completed, Return Received, Return Refunded, Cancelled, and protected receipt records.
Leave a review
An eligible paid-or-later order can show Leave a review during the 30-day window. A buyer leaves a 1–5 star rating with optional text for the seller account, one review per form. After submission, Edit your review opens the existing review while its 30-day edit window remains open. When editing is unavailable, the order can still show your existing rating. When the server supplies the deadline, the order shows when editing ends or when that window ended. An expired window for leaving a new review is explained separately; a temporary availability failure does not establish eligibility.
Know what can remove it
Deleting or cleaning up the seller's form or operational order does not erase your protected receipt. Deleting your own account removes your private saved forms, order organization, and history associations under the account-deletion process. It does not delete another buyer's independently authorized history.
Receipt downloads and screenshots can contain personal and order information. Store them securely and redact sensitive fields before sharing them.