Ever get a call from a customer who forgot to order something and wants you to add it to their order? Our software makes it easy to add a product to an order and charge the credit card on file.
Step 1: Locate the order that needs to be updated. Click here to learn how to use our optimized search bar to find an order.
Step 2: Once you are in the order page, click on Edit.
Step 3: Click on the Products tab.
Step 4: Under the Add Products To Order section on the right side, click on the name of the product you would like to add to the order. A pop-up will appear for the product you've clicked.
Step 5: Enter the quantity of the item that you would like to add to the order.
Step 6: Choose the size from the dropdown menu.
Step 7: Choose the color from the dropdown menu.
Step 8: Click on the Add To Cart button.
Once the item is added to the order, it should appear at the bottom of the order. A new Grand Total and Total Due should appear due to this new product.
Step 9: Click here if your order has tiered shipping — additional steps are needed. Before we can save this order, we must charge the credit card on file.
Step 10: Click on the Charges & Refunds tab.
Step 11: The amount due should equal the total due on the previous page. You can not type in a new number here, as everything much match the order.
- (Optional) Type in a description of why you are making a new charge.
Step 12: Select a payment method from the dropdown menu. If the customer paid with a credit card, that card should be on file. You can also choose Cash or Check.
Step 13: Click on Submit Charge to complete the charge.
Step 14: Make sure to hit the green Save & Return button to save all your changes.
Once the order has been updated, a new receipt will be generated, which you can download and provide to the customer to show them the changes have been completed!
This article only went into how to add a product from an order, but there are a lot more situations that can arise when dealing with orders.