NOTE: This article is an overview. For more detailed information, please refer to Editing A Completed Or Closed Order.
Editing a completed or closed order:
- Navigate to the Order View screen.
- Click Edit Order.
- Review the information in the popup window.
- Click Proceed with Clone and Edit Order.
- Make the necessary changes to this order.
NOTE: A customer cannot be changed if a payment has been made on the order.
- Click Next Step to finalize the order.
- Add a reason for editing the order.
- Click Save Order.
- The invoice will maintain the same invoice number. This makes the behind the scenes changes seamless to your customer.
- Here, you can see the order has been edited. The V shows it was voided.
- The status was changed to Work In Progress so that the order could be edited.