Cancelling Wrong Payment Type (Portal)
Step-by-Step Instructions
2. On the left Navigation bar find Orders and click.
3. Under Orders, scroll and click on "All Orders".
4. In the main "All Orders" page, select what date or date range the order would be in, and click "Run Report". You can also sort by what Department the order would be in.
5. Once report has run, if you have the Customer's name or Order number, you can put it in the Search bar and the Order will populate.
6. When the order has populated, click the I.D. in the left most column and the Order Details page will now show.
7. Under the Details page, scroll to "Status", click "Canceled" to stop the payment.
NOTE: *This can be used on a payment that was for example run in wrong (should have been a Member Charge instead of a Check payment or vice versa.)
** You can change the "Status" to Canceled, Completed, Pending, Declined, or Other. These are options to fix an order that was wrongly entered at the start.