This article details how Admins can manually re-assign, update, or adjust an order, then notify the member of the change.
Re-assign / Update an Order
Admins can list all orders by selecting Settings > Orders and then filtering by the member's last name or email address.
If the Order Status is set to Draft, admins adjust the invoice by selecting the Re-assign/Update Order action to initiate the order re-assign/update wizard.
Order Update Wizard
Enter the name of the Customer you wish to re-assign, if any.
To remove a product, change the quantity -- QTY -- value to 0.
Add a description for the invoice order, if desired.
The default Order Status is draft; you may change this if desired.
The default Payment Method is blank; if receiving an offline payment, select Cash/Check.
If the Cash/Check payment method is selected, you may manually set the Payment Status and add details about the offline payment.
The last step is if you wish to notify the member about the invoice order. You may change the copy as desired. If you want to notify the member, you must select the notify member checkbox before pushing NEXT button.
Automatic Invoice Order Reminders
Members will automatically receive email reminders to pay open invoices assigned to them at a set cadence -- 1 day, 7 days, 21 days, and 30 days.
If the member pays the invoice earlier, future reminders will automatically discontinue.