Easily update pricing, options, fees, and taxes for a specific order.
Sometimes you may need to make changes to an order after it's been created—whether that’s adjusting the product price, modifying options, or applying/removing fees and taxes. Here’s how to do it.
- Go to the Orders page in the dashboard.
- Find and select the order you want to update.
- Click the order number to open the full order details.
- Scroll down to the Order section and click the Edit button.
- Make any necessary changes to the order:
- Products and Quantity: Use the dropdown to change the product. Enter a custom price or adjust the quantity as needed. To remove a product, click the trash icon next to it.
- Product Options: If product options are available, tick or untick the checkboxes to add or remove them. You can also enter a custom price or adjust the quantity per option.
- Fees: Set a custom price or use the Description slider to add a note about the fee. To remove a fee, click the trash icon next to it. Click Add Fee to apply additional charges.
- Discounts: Add a custom discount or use the Description slider to include a note. Click the trash icon to remove a discount. Use the Add Discount button to apply additional discounts.
- Taxes: Taxes are automatically applied based on region. If you need to exclude a tax, use the Zero Out toggle next to it and select a reason. This is useful for tax-exempt projects or special billing rules.
- Notes: Add any relevant notes you'd like to appear on the customer’s invoice.
- Any changes you make will automatically reflect in the Order Summary.
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Click Save to apply your updates to the order.