All Collections
Admin
New 2.0 Jump to Admin
Operate
Orders: Cancelling & Refunding Orders in the New 2.0 Dashboard
Orders: Cancelling & Refunding Orders in the New 2.0 Dashboard
Updated over a week ago

Cancelling & Refunding Orders in the New 2.0 Dashboard

Table of Contents


Access the LB 2.0 New Admin Dashboard

  1. From your Ordering URL, click on Jump To Admin

  1. Click on Order Search

  1. Search for the order by Order ID, POS Order ID, First Name, Last Name, Email, Phone and/or Status


Cancelling Orders

Orders can be canceled before they are sent to the POS or on the same day. To refund an order, wait until the following day after the batch has been processed and sent to the Payment Processor.

  1. Search for Order

In this example, we'll use Order ID

  1. Type in the Filter

  1. Click on Apply Filters

  1. When the order populates, click on the View More Actions icon

  1. Click on View Details

  1. Click on Cancel Order

  1. Click on Yes to confirm the Cancelation

  1. You can now see this cancelation in Payment Info, Order History, Payment History & Email History

Note: Be sure to comp or void this order in the POS to match accounting. The customer will also see this payment as "pending" fall off of their statement and they will receive an email notifying them of the cancelation.


Refunding Orders

In this example, we'll use Order ID

  1. Search for Order

  1. Type in the Filter

  1. Click on Apply Filters

  1. When the order populates, click on the View More Actions icon

  1. Click on View Details

  1. Click on Refund

  1. On the Refund screen, choose what you would like to refund

Note: You can refund the Full Amount, Partial Amount, Specific Items (and modifiers) and you have to enter a Refund Reason before submitting the Refund.

  1. Select your Refund

In this example, we'll refund a specific item

  1. Enter a Refund Reason

  1. Click on Submit Refund

  1. Click on Yes to confirm the Refund

  1. You can now see this refund in Payment Info, Order History, Payment History & Email History

Note: Be sure to comp or void this order in the POS to match accounting. The customer will also see this payment fall off of their statement in 3-4 business days and they will receive an email notifying them of the refund.

Did this answer your question?