This article will help you cancel or refund product orders within your Payments Module.
How to edit/cancel items from product orders:
To Cancel all Items:
- Go to the Payments module and click on the 'Orders' tab, on the left hand side
- Click into the order you wish to cancel
- Click the Trash can icon next to the total, as shown below:
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A message will show if the action requires a refund. To cancel without refunding, click the 'Delete item only' button, or choose to delete and refund. Please note: Once an item has been cancelled this way, you can still refund the amount later here.
- This will redirect you to the updated records page, showing all the cancelled items and under Transactions, it will warn you of any outstanding refunds.
Edit the quantity of an item on the order
If an order contains more than 1 of the same item, you can opt to reduce the quantity
- To reduce the quantity of an item, click the bin icon next to the item(s).
- After clicking on the trash icon next to the individual item, a form to reduce the quantity will pop up. You can then adjust the total quantity of an item on the order, by clicking the quantity dropdown, as shown below:
- Then to confirm the changes without refunding, click the 'Delete item only' button or delete and refund.
Please note: Once an item has been cancelled, you can still refund the amount later here.
- You will then get taken back to the updated order record with the Item's cancelled:
Note: Under Transactions, it will warn you of any outstanding refunds, with the status 'Not paid'
How to refund product orders after they have been cancelled:
You can refund after items have already been cancelled from the order if you did not refund when cancelling.
- Once items have been cancelled, the order record will update to show the outstanding refunds under Transactions. If you have cancelled more than once, each cancellation will show as a separate outstanding refund transactions:
- Click the 'Refund' button next to the transaction you would like to process the refund for:
- How you want to refund will be selected along with the amount of the item and the payment date. The amount is filled out by the system to the total cost of items being refunded and can not be changed. Choose the Fulfillment status of the whole order to Pending, Completed or Cancelled.
- Click the 'Confirm refund' button when you are ready to refund.
- It will redirect you back to the orders page and the Status should now show as 'Refunded'.