Move a customer between Listings

To move a customer from one Listing to another you need to cancel the original order and place a new one on behalf of the customer.

• How to cancel the original order?
• How can you process a quick order?
• Refunding excessive payments to customers (optional)
• Collecting a new balance from customers (optional)

How to cancel the original order?

1. After logging into your workspace, click on Reports from the sidebar menu and then click on the “Orders” tile or click on "Order List" from the toolbar on your dashboard workspace.
2. Find the order you wish to change.
3. Click “Edit Order”. This should open a new window.
4. Scroll down on the new window and click the “Cancel Order” button.

How can you process a quick order?

1. From your Workspace Dashboard click on "Quick order"
2. Click on the event you'd like to register a customer for.
3. Complete the form on the right with your customer's information.
4. From the "Payment Type" section at the bottom of the form choose "In-store" if your customer is paying cash or select "Credit Card" to enter their credit card information.

Refunding excessive payments to customers (optional)

If a customer paid $100 for the original order, but the new order costs $50, then you can issue a partial refund to the customer for the original order. Learn here how you can issue a partial refund. 

Collecting a new balance from customers (optional)

In the other case, if a customer paid $50 for the original order, but the new order costs $100, then you will need to collect $50 from the customer. Currently, you will have to do this in-person when the customer arrives at the store.