Editing And Closing An Order From The Order Page
All transactions (tickets sales, item purchases, donations) are recorded within an order. Transactions can be edited and payments applied/refunded from the Order page.
Note: there is no "bulk process" option for charging all vaulted cards in a single action, payments must be applied to each order individually.
To locate and open an order:
Go to: Orders
1. Open orders have a balance due or are due a refund.
2. Orders with vaulted cards can be closed by processing a credit card payment and emailing receipt to buyer.
To manage order:
1. Edit Buyer's User Record or simply update their address.
2. Print or Email Invoice/Receipt. Button labels = Invoice if order has a balance due or Receipt for orders paid in full (complete).
3. Flag indicates buyer has a vaulted credit card which can be used for payment of this order.
4. Add Item or Ticket
5. Return Item or Ticket
6. Edit price of Item or Ticket
7. Edit guest assigned to ticket (remove existing guest and/or assign to new guest)
8. Add payment. (See pop up payment window below)
10. View transaction details for payments. Check here to view the error message/code for failed credit card transactions.
To add a payment:
1. Verify amount of payment (balance due appears by default). To apply multiple payments using different payment types, edit the price/payment method and submit and repeat as necessary for each payment type.
2. Select payment method.
3. Padlock icon indicates buyer has a vaulted Credit Card. If card is not vaulted, credit card fields will display instead.
4. If card is vaulted, click on Submit payment. If card is not vaulted, enter payment method details, then submit.