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:
- Go to People / Select the User / Contact Information / Orders / Select the Order Number.
- 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.