Editing An Order From The Order Page + Video
All transactions (tickets sales, item purchases, donations) are recorded within an order.
All Transactions can be edited and payments applied/refunded from the Order page.
Note: Acorn, Plus, and Professional subscribers have the ability to Bulk Process orders with stored credit cards.
To Edit an Order:
1. Locate and Open Desired Order:
- Use the search tool (Buyer Search field) and filters (Common Filters or Show Advanced buttons) at the top of the Orders page to locate a specific order, then click the Edit icon to manage awarded/purchased items, sponsorships, tickets, apply payments, issue refunds and/or to print/email receipts.
2. Use Buttons and Links Displayed to Edit Order Elements:
When Editing an Order:
- Provided buttons allow you to Add Items, Tickets, Cash Donations, or Sponsorships, Generate Receipts or Invoices, and Apply Payments.
- Text Links within the order allow you to change any Buyer, Purchase or Payment Elements.
- Edit Links allow you to Exchange rather than Return Items, Tickets, Sponsorships, Cash Donations, etc.
- Add Payment button will display on the order, when an amount is owned.
You can now collect payment for Open (unpaid) Orders by sending supporters an invoice using the Email Invoice button within the order. Printing or Emailing Sales Receipts and Invoices
Please note: When collecting payment this way, you cannot include additional instructions or messages. This option is commonly used to collect a single payment from an individual before or after a gala event.
3. To "Clean Up" an Unpaid Order:
- Before adding payment, you have the ability to Delete returned items, returned tickets, and cancelled cash donations from an order. The delete option displays next to returned items, tickets and cash donations ONLY PRIOR to payment.
Once any payment (full or partial) has been applied, returns and cancellations must remain visible in order to provide an accurate record of the transaction.
4. To Add Payment:
- Clicking the Add Payment button opens the Payment screen, where you can enter the payment amount and select a payment method from the dropdown menu before submitting the payment.
By default, the form is pre-filled with the remaining balance due and the buyers stored credit card (if available). You may adjust the amount, payment method, or credit card as needed before submitting.
5. To Issue a Refund:
When a Return or Price Adjustment results in an overpaid order, refund link(s) display next to each payment. Click a Refund Payment link to open the Refund Payment pop-up window, where you can review and, if necessary, edit the refund amount before processing the payment.
