Adjusting Orders and Invoices

1. Open the order you want to adjust 0:01

• Go to Shop > Orders.

• Find the order/invoice you need to change.

• Click the edit icon for that order.

2. Make your invoice changes in Review Cart 0:31

• In Review Cart, you can update the invoice details.

• Remove items you no longer want on the order.

• Adjust item prices if needed.

• Apply discount codes when appropriate.

3. Save the updated invoice 0:37

• After finishing all edits, click Save Changes.

• This will apply your adjustments to the order.

4. Use the additional invoice status options if needed 0:44

• You can also mark an invoice as paid/received payment.

• You can mark an invoice as refunded for reporting purposes.

• Note: Expo Genie does not actually process or issue refund money; this only updates the record for reporting.

5. Confirm the order is updated 1:01

• Once you save, the order will be adjusted accordingly.

• Review the updated invoice to make sure the changes were applied correctly.

Link to Loom

https://loom.com/share/09923d9e82ea4df7b1f0951d88796b66