How to cancel and refund a product, or an entire order.
Sometimes plans just don't work out, and your customer may need to cancel a product from their order, or cancel their entire order. Here's how you'd process that.
Section 1: Canceling one or more products
Section 2: Editing the cancelation fee on an already canceled order
Section 3: Refunding an order
Canceling one or more products
Step 1: Open the order that needs updating
Step 2: Select Cancel
Step 3: After selecting cancel, a warning will pop up to inform you of your cancellation policies and fees (if applicable) - Select Continue
Step 4: A list of all participants for all products will show up, select all of the participants you'd like to cancel. Any participant(s) with a checkbox next to their name will be canceled.
Step 5: Any cancelation fees will be calculated at this point. If you'd like to change or remove the fee click on the blue text of the fee amount and enter the new amount.
Step 6: Select Confirm and the order changes will go through immediately. The order balance will update immediately with any changes made.
Editing the cancelation fee on an already canceled order
If you need to edit, add, or remove a cancelation fee, here's how.
Step 1: Expand the cancelations menu on the order
Step 2: Select **Show Cost Summary
**Step 3: Any editable numbers will be highlighted in blue, simply click on the number and enter in the correct number.
Refunding an order
A refund must be due on the order in order to process a refund. The current balance of an order can be viewed at the top right corner of the order overview.
Step 1: If a refund is due on the order, select Issue Refund -- The page will automatically scroll down to the customer payment history
Step 2: The option to refund will show up along the right side of the payment history. If multiple payments were made, you will have to refund those separately. Select Refund, over on the right side of the payment.
Step 3: A refund manager will pop up on screen, and it will allow you to refund up to the amount paid back to the original payment method. You can edit the refund amount to a lower value, but you can not increase the cost above the value of the original payment. It is not possible to refund to a different credit card, it must be to the original card, or a different payment method (such as Cash, Check, External, etc).
Step 4: If more than one payment method was used, such as multiple credit cards, repeat step 3 on the additional payment methods until your order balance reaches $0.00.
Updated on: 03/29/2024
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