Cancelling and Editing Orders

The Edit/Cancel Orders tool can be used to cancel or edit a registration for a user that has registered for a Product. The edit functionality allows you to update payment amount information, amongst other things, so that if you issued a refund or a discount to a registered user after they had completed their transaction, you can update that information within Elevate to ensure that your revenue reporting remains accurate.

To Cancel an order/registration

1. From the Administrative Control Panel navigate to Edit/Cancel Orders. 
2. Input the name of the user you wish to cancel the registration for OR input the name of the Product that has been registered for that needs the registration canceled for. Your screen will begin to auto populate with results once at least 3 characters have been entered into the searchable fields.
3. Once you find the user and Product they registered for that needs to be canceled, select the checkbox in the "Cancel" column to continue cancelling the order (Fig. 1). If you need to cancel all registration for that user or Product, click the checkbox at the top of the "Cancel" column.

Fig. 1 - Cancel Column Checkbox

4. Once the cancel box has been select, scroll to the bottom of your screen for further fields.
5. Input the internal/staff email address where you would like the cancellation notification to be sent. By default, this area will populate with the cancellation notification email address that has been set-up in your General Site Settings (Settings > Site Setup > General).
6. Input an optional cancellation explanation. Text here will populate in the cancellation email that is sent to the "Cancellations Notification E-Mail Address" when the order is canceled. 
7. If you wish to send the end-user a cancellation notification email, select the checkbox allowing you to do so (Fig. 2). When selected, this will open an additional text field where you can input any additional text you would like to be included in the email sent to the end-user. If you do not select this checkbox, the end-user will receive no emails from Elevate letting them know that an order/registration has been canceled.

Fig. 2 - Notify User of Cancellation

8. Click the "Cancel Registration" button to continue with cancelling the order/registration. In doing so, you will be prompted with a dialogue box (Fig. 3) asking you to confirm that you would like to continue with cancelling the order/registration. Assuming you would like to continue, click the "OK" button.

Fig. 3 - Cancel Registrations Confirmation

To Edit an order/registration

1. From the Administrative Control Panel navigate to Edit/Cancel Orders. 
2. Input the name of the user you wish to edit the registration for OR input the name of the Product that has been registered for that needs the registration edit. Your screen will begin to auto populate with results once at least 3 characters have been entered into the searchable fields.
3. Find the user and product that needs to be edited and click the "Edit" button which can be found in the "Actions" column in the last column on the right-hand side of the listing. This will trigger a pop-up dialogue where you can edit the order.
4. In the "Edit Registration" dialogue box (Fig. 4), the left-hand column will display current data related to the order. Update any of the fields in the "New Value" column to reflect the edited amount. Once you have input the new data, click the "Save" button to save your changes. If you need to reset the new values to the current values, click the "Reset all Changes" button.

Fig. 4 - Edit Registration Dialog Box

5. Once you click the "Save" button, you will be returned to the Edit/Cancel Orders page and will receive the below notifications (Fig. 5) letting you know that you have successfully edited the registration. You will also see a reminder letting you know that if you do edit an order here, it will not issue a refund to an end-user. If that is required, the refund must take place via your payment processor or another internal method.

Fig. 5 - Alert Notification

These are the same steps to un-register or unregister a user.