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 vaulted credit cards.
To Edit an Order:
1. Locate and Open desired order:
Note: You can use the search tools and filters to help locate the desired order. To view or edit an order, click the Edit icon next to the supporter's name.
2. Use Buttons and Links displayed to edit Order Elements
Text Links allow you to change any Buyer, Purchase or Payment Elements.
You can use Edit Links to Exchange rather than return items, tickets, sponsorships, Cash Donations, etc.
A green “Add Payment” button will display on the order, when an amount is owned.
3. To "Clean Up" an Unpaid Order
Prior to adding a payment, you have the ability to delete returned items, returned tickets, and cancelled cash donations from an order. 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.
The Delete option will display next to returned items, tickets and cash donations ONLY PRIOR to payment. Once any payment is made, deletions are no longer possible.
4. To Add Payment
Clicking On the “Add Payment” button will open the Payment Screen where you can indicate the amount to pay, select a Payment Method from the dropdown menu before submitting Payment.
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 on the Refund Link and confirm the details in the pop-up form to record/process the refund.
The pop-up allows you to review and/or edit the amount to be refunded before payment is refunded.
