Free template

Free customer order template

A customer order template gives every order the same basic structure, even when orders come from WhatsApp, Instagram, email, or phone calls.

Download the template

Download the CSV, open it in Google Sheets or Excel, then customize the columns for your workflow.

Customer	Order	Due date	Status	Payment
Asha	Custom cake	2026-06-12	In progress	50% advance

1. Download

Save the CSV file locally.

2. Import

Open with Google Sheets or Excel.

3. Track

Use it until you need customer tracking links.

Capture customer identity, contact channel, order details, price, and due date.

Track payment status, delivery status, and important notes in one place.

Review open orders daily so nothing slips through chat history.

Use the template to standardize intake, then use WISMO to manage live tracking and customer updates.

Who should use a customer order template? ⌄

Any small seller who takes custom orders manually through chat, calls, social media, or email can use it.

How is WISMO different from a template? ⌄

A template tracks information internally. WISMO also gives each customer a tracking link so they can check status themselves.

Create orders, track payments, and send customers a branded tracking link from your phone.