Editing the Balance on an Open Order

If an order is an open order—that is, if no invoice has yet been created for it—staff can change the balance on the order and record a reason for the change.

Tip: To create an open order, select the Bill Me payment option during checkout and do not select the Create Invoice? check-box.

1. Open the Order Record.

2. Under Line Items, click the Edit button next to the line item amount to be changed. (If the order being viewed is not an open order, the Edit button will not appear.)

3. In the Edit Order Line Item window,

   1. Change the Amount of the line item.
      If preferable, staff can also choose a new price from the Price drop-down field, which displays all prices associated with the product being viewed.

   2. Enter a Change reason for the price override.

   3. If necessary, staff can also update the Due Date and the Shipping Amount (if applicable) from this screen.

   4. Click Save.

The updated price will appear on the Order Record. In the Change History table, instances in which the price was changed will appear, as well as the reason for the price change.