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Modify an Order

We designed the system to pre-authorize credit cards, which means you can make changes to any part of the order, and the price and invoice will update before we capture the final payment.   You cannot pre-authorize PayPal, Cash or Credit Payments, only Credit Card Processors which support this function.

Square does not support Pre-Authorizations. 

You can modify the following in Orders.

ModifyDescription
Shipping AddressYou can modify or change the shipping address.  
Shipping OptionsYou can select a different shipping option, such as changing from 2 day to 5 day shipping or a completely different shipping carrier. 
Paying PartyYou can change who is paying for the order.   If the patient was paying, and you change it to practitioner, a pay link appears in the order history for that order in the practitioner’s account.   Tell the practitioner to login and complete payment.  
Modify Formula & DosagesFrom Preparation tab, before you have fulfilled the order, click on Edit next to the item you want to modify.   It will bring up the formula builder screen, and you can make any necessary changes to the formula. 
Change Quantity for ItemsYou can change the quantity of an item.   Ie. i wanted 2 bottles of custom xiao yao san instead of 1, or I wanted 3 ear seed boxes instead of 2.
Delete ItemsYou can remove items from the order entirely
Modify MarkupsYou can modify, add or delete a markup amount for a practitioner
DiscountsYou can apply a discount code

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