*After an order has been completed (before it has been billed), you can edit the quantity, cost, adjustment, note, payment source and status from the same page.
- Select the ‘Billing’ tab
- If looking for a particular order to edit, you can search for the order by defining any or all of the following: date range, payment source, product, and owner of chart string
- When you find the order you want to edit, click on the ‘Order #’ link in the far left column
- From this page you can: edit the payment source by selecting another payment source from the drop down, edit the quantity (which will reflect a change in cost), edit the cost, edit or add an adjustment, edit or add a note, or change an order from complete to cancelled (drop down under the ‘Status’ column).
- After all edits are made, click ‘Save’ at the bottom of the page.