View & Edit Orders

View & Manage Orders

The Manage Orders screen allows you to see if someone has paid their balance or not. If a parent has a question about their order - if it’s completed, paid in full, etc., we recommend utilizing this screen.

You can make adjustments to orders here after an order has been placed. This can be useful if you wish to add an additional discount or fee to an order, for example, a late fee or scholarship discount.

Steps to View an Order:

  1. Go to Orders.

  2. Search for a specific order by:
    • Player First Name
    • Player Last Name
    • Program Name
    • Division Name
    • Team Name
    • Billing First Name
    • Billing Last Name

    You can also filter by:

    • Order #
    • Order Date
    • Account First Name
    • Account Last Name
    • Order Date
    • Payment Status



  3. Click View or Manage next to an order to view its details.




Steps to Edit (Make Price Adjustments to) an Order:

  1. Go to Orders.

  2. Find the order that you wish to edit by searching or using one of the filters provided.

  3. Once you find the order you want to adjust, click the Manage button next to it.

  4. Click Edit / Collapse >> and then the  Add Fee/Discount button.



  5. Give your fee/discount a Description, Price, and Notes.

    In the Description column, give a few details about the adjustment you are making (ex. Scholarship Discount or Jersey Fee) - this will be visible to the user.

    In the Price column, enter the amount and make sure to choose Charge Fee or Give Discount next to the column.

    In the Notes column, enter a short note as a reminder (ex. your initials or a brief explanation for why you are adjusting the order).



  6. If you would like to send an email to the user about the fee or discount your are adding or subtracting, please make sure the Notify box has been checked. *Note: This will send a preset email to both the user and Lead Club Admin of your site.



  7. Make sure you hit the Save button.

    *Note: To change or delete an adjustment, click the Edit button >> and then Edit or Remove. You can also remove any other line items this way as well.



  8. If the order was already paid in full and you subtracted an amount from it, you'll need to refund the user (see our Refund Payments for Open Orders help page). If you use our merchant account, then you'll need to issue a check from the club for the refund. If you have your own 3rd Party Merchant Account, then you can refund directly back to the user's credit card.

    If the order was already paid in full and you added an amount to it, then the user will see an open balance on their My Account screen when they log in to your site. 

    You may also want to check out our Refund Scenario & Steps help page.

Steps to Edit (Make Price Adjustments to) a Payment Plan Order: 

Please Note: If you want to add discounts or fees to a payment plan order, please continue to follow the steps below. If you want to adjust the due dates and/or amounts due for each installment date, please follow the instructions for adjusting manual installments and ARB subscriptions instead. 

  1. Go to Orders.

  2. Find the order that you wish to edit by searching or using one of the filters provided.

  3. Once you find the order you want to adjust, click the Manage button next to it.

  4. Click Edit / Collapse >> and then the  Add Fee/Discount button.



  5. Give your fee/discount a Description, Price, and Notes.

    In the Description column, give a few details about the adjustment you are making (ex. Scholarship Discount or Jersey Fee) - this will be visible to the user.

    In the Price column, enter a positive amount for a fee or a negative amount for a discount.

    In the Notes column, enter a short note as a reminder (ex. your initials or a brief explanation for why you are adjusting the order).

  6. Select which installment you would like to apply this fee/discount to. Your options include:

    Apply Fee/Discount on the Next Installment - When you select this option, the fee/discount will be applied to the very next installment in the payment plan.

    Apply Fee/Discount on the Last Installment - When you select this option, the fee/discount will be applied to the very last installment in the payment plan.

    Divide Fee/Discount Evenly Among Remaining Installments - When you select this option, the fee/discount will be evenly divided among any remaining installments in the payment plan




    Quick Tip: Need to collect a player’s dues or a late fee quickly? Apply a fee on the next installment! Want to apply a scholarship to a player’s entire balance? Divide this scholarship discount evenly across the remaining installments.

  7. If you would like to send an email to the user about the fee or discount your are adding or subtracting, please leave the Notify radio button on Yes. *Note: This will send a preset email to both the user and Lead Club Admin of your site.

  8. Make sure you hit the Save button once you are finished.
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