How To
To cancel one or more, line items navigate to the order, scroll to the bottom and click on the Cancel Button.
The Cancel Items screen will display in a new popup:
All eligible line items will display in the popup. The item status of the line will determine if the item can be cancelled. If the item status is a final status, the line is not eligible, with the exception of Item Fatal Authorization.
In most instances the following is the list of eligible vs not eligible:
Eligible | Not Eligible |
Not Yet Available | Installment Paid |
Item Pending | Item Paid |
Item Reg. Hold | Item Bad Debt |
Item Auto Hold | Item Shipment Delivered |
Item Invalid | Item Shipment Cancelled |
Item Pay Ready | Item Shipment Returned |
Item Awaiting Authorization | Item Refund Accepted |
Item Declined Authorization | Item Cancelled |
| |
Ship Awaiting Settlement | |
Item Ship Ready | |
Item Awaiting Ship-Confirm |
|
Item Pending Review |
|
Item Back Order |
|
Quantity - how many items will be cancelled on that line item
you cannot split quantity - you may have to cancel the whole line item and create new order for correct quantity
Pay Date - this is the date payment was captured
Ship Date - this is the date the item exported from the system
Status - this is the item status of that specific line item
Selected
Checked - will cancel an item
If there is more than one page of items, select the page number located beneath the Item Description.
Unchecked - will not cancel the item
Check All - To select all for cancel
Uncheck All - To deselect all items for cancel
Attempt to void all authorizations for selected items. If the void declines, the authorizations will be canceled instead.
Checked
Unchecked
Reason - Choose a reason from the Reason drop down list. Notes - Enter notes on why the item was cancelled in the Notes section. This will display on the customer record under CS Activities
* To save the changes click the Save button

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- If one or more of the items being cancelled have a captured payment transaction, you will see the following:

- The following cancelled items should be issued refunds: [product description(s) will be listed here]
- click ok to continue with cancelling the record(s)
- If one or more of the items being cancelled are continuity, you will see the following:

- Some of the items you selected for cancelling were responsible for launching the following subscriptions . If you would like to cancel check the appropriate boxes below.
- Cancel checked

- click ok to continue with cancelling the record(s)
- Cancel unchecked
- click Save to continue with cancelling the record(s)
* To cancel any of the current changes you have made click the Cancel button

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This will close the window without saving any changes.