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Processing Orders

If order changes or cancellations are needed, according to your own refund policy, an order may be updated using the order editor.

Editing Orders

  1. Navigate to the Orders area using the main navigation menu. You may also navigate to the Customers area, pull up the customer's account, and navigate to the Orders tab.
  2. Find the order in the list of orders.
  3. Click or tap on the order number. The order record will load along with the invoice receipt.
  4. Click or tap Edit Order above the order receipt. The order editor will load.
  5. Make your changes to the order and click Save. The order changes will be recorded and recalculate the invoice total.

Canceling Orders

  1. Navigate to the Orders area using the main navigation menu. You may also navigate to the Customers area, pull up the customer's account, and navigate to the Orders tab.
  2. Find the order in the list of orders.
  3. Click or tap on the order number. The order record will load along with the invoice receipt.
  4. Click or tap Cancel Order above the order receipt. The order will be fully canceled.
  5. If you only want to partially cancel an order, select Edit Order above the order receipt. Note: Read the section about editing orders.

Handling Invoice Balances (Overages and Underpayments)

Customer Account Orders

If the invoice total becomes less than the payment received with the original order, the invoice balance will adjust to $0.00. This will result in a customer account credit. This credit will be automatically applied to future orders, or you may manually refund it with a Refund transaction posted to the customer account.

If the invoice total becomes greater than the payment received with the original order, the invoice balance will need additional payment. Add a Payment transaction to the customer's account and apply it to the invoice. Tip: If you have a minimum transaction requirement, any transaction amount not applied to an invoice will become a customer account credit, which automatically applies to future orders.

Guest Orders

If the invoice total becomes less than the payment received with the original order, the invoice balance will become negative and a Refund button will be visible. When you initiate the Refund action, a Refund transaction will be submitted through the configured payment gateway, and if it succeeds a refund email will be sent to the billing email address and Mealsite BCC email address for order receipts.

If the invoice total becomes greater than the payment received with the original order, the invoice balance will need additional payment. However, it is not currently possible to record additional payment on guest orders. To work around this, you must cancel the original products, refund them, and submit a new guest order with the new products.

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