3.2 Edit Order

A customer that wishes to change their existing plan to another plan (perhaps an upgrade/downgrade) is a common scenario. In order to switch a customer to another plan, you will first have to end the plan that the customer is currently subscribed to and then select another plan for the customer. This feature ensures that an invoice accurately ties back to the original order from which it was generated and guarantees financial accuracy and integrity.

Note that the “Edit Order” applies only to Orders that have already been activated (i.e., have already generated invoices). If this is a new order that has not yet generated any invoice, then the Order may be directly edited and saved.

To Edit an Order:

• 1. 1. Search your customer using the search option in the system

     2. In the customer profile, goto Order tab and click on the order you would like to edit.

     3. All orders by your customers will be listed under this tab.  Select the order whose details you want to view and click on the "Edit Order" button below the table.