Canceling An Order

To cancel an order that has NOT been paid, simply open the order and click the red "cancel order" button.

Important Note:  When the order is canceled, it is removed from the Financial Order Report.

To locate the order, there are two options:

  1. Go to People / Select the User / Contact Information / Orders / Select the Order Number.
  2. Go to Store & Forms / Orders / Select the Order Number.

Before the order cancellation is complete, you will have the opportunity to provide a reason why you are canceling the order.  We recommend you always include notes so you can remember why the order was canceled in a few months or in case another member of you team needs access to the information.

It is also possible to cancel an entire order even AFTER it has been paid.

  • Locate the order.
  • Select the blue "refund" button.
  • Issue the refund or account credit.
  • Then, you will have the option to cancel the order by selecting the red "cancel order" button.