How to Cancel an Order

Refund without Charging Credit Card Fees:

Go to Shopify – Click on the order that you want to cancel.
Under More Actions (top of page), select Cancel Order.
If you are refunding the full amount of the order, you will select the ‘Now’ option.
Select Reason for Cancellation by clicking the dropdown arrow.
Enter a short note describing the reason for cancellation.
Leave box checked to send notification to the customer.
Click ‘Cancel Order’
Go to the Deal in Pipe Drive, reopen it and mark it as ‘Lost’.
Go to the project as well and mark that as "cancelled". This can be found on top right hand corner of the project.

Go to Shopify – Click on the order that you want to cancel.
Under More Actions (top of page), select Cancel Order.
You will select the ‘Later’ option.
Select Reason for Cancellation by clicking the dropdown arrow.
Enter a short note describing the reason for cancellation.
Uncheck the box to send notification to the customer.
Click ‘Cancel Order’
After Canceling – go back to the canceled order in Shopify.
Select ‘Refund’ (at top of page)
Enter in Short note describing Reason for Refund (at bottom of page)
Enter in Refund Amount. We do charge a 6% credit card fee for cancelation. You will need to deduct this from their refund. (ex. $5,000.00 order – 6% = $300.00)
Send a Notification to the Customer.
Click ‘Refund’
Go to the Deal in Pipe Drive, reopen it and mark it as ‘Lost’.
Go to the project as well and mark that as "cancelled". This can be found on top right hand corner of the project.
Update the Project under Accounting Notes. Enter in the date, why canceled, refund (if any).