How to Edit an Existing Order:
Note: You can edit an order at any point during the rental period, up until the order has been completed and inventory has been returned. Once an order is completed, it can no longer be edited.
1. Navigate to Orders > Orders and click on the order you would like to edit.
2. Scroll down to Contract Details and click the Update Order button.
3. To add a new product to the order, click the + button. Select a product, enter the quantity if applicable and rental start/end dates, then click Add to Order to save.
4. Click any blue field to edit and adjust the order as needed.
5. After making a change, an arrow circle icon will appear next to the field, allowing you to revert to the previous value.
6. As you make edits, all pricing in the order summary will automatically update.
Note: If rental dates are extended, pricing will automatically adjust to reflect additional time.
7. Once all changes are made, click the Save Changes button in the Contract Details section
If Additional Charges Apply:
1. Scroll down to the Invoices section and check the Balance field to view the updated amount owed.
2. Click the Pay button to charge the customer the remaining balance.
3. Enter the Amount Paid and Payment Method, then click Pay $XX.XX.
4. The order status will update to Paid once all outstanding balances are cleared.
If a Refund is Required:
1. If your edits result in a refund, the invoice status will change to Pending Refund and the Payable/Balance fields will display a negative amount.
2. Click the Refund button to issue a refund to the customer.
3. Select the refund amount, the payment you are refunding from, and the reason for the refund, then click Refund $XX.XX.
4. The invoice status will return to Paid and the balance will update accordingly.