Order actions allow you to perform some additional tasks on the order. The actions are available at the top or bottom of the order details page. The list varies according to the order type:

    Cancel Order

    • Click Cancel order to cancel the order. The cancel order page is displayed:

    Note:  If an order is cancelled, it cannot be restarted. The suspend order action allows you to stop delivery of an order before deciding to cancel and refund any entitlement.

      • Select a Cancel reason for the cancellation
      • Type a Comment
      • Select a Confirmation email option
      • Select a Refund option (if dealing with a paid offer). There are two options:
    • Select Individual elements to refund a specific product in the order. For example; the party may have subscribed to a magazine with a print and digital version. If they want to stop the digital version only, you could just refund this part of the order
    • Select Entire order to spread the refund across the entire order
      • The select entitlements table shows each product included in the order which can be refunded. It displays:
        • How much each product cost
        • How much has already been paid
        • A calculation of the amount of the order which has already been fulfilled
        • A calculation of the amount which could be refunded, taking into account how much value the party has already received from the order.
      • Type the Refund for the appropriate parts of the order
      • Click Submit cancellation. The order is cancelled and displayed in the cancelled/history tab.

    Copy receipt

    You can download a PDF copy of the receipt for the order.

    Flag as do not renew

    This will mean the order is not selected in any renewal campaigns and additionally can be selected as criteria in Audience Reporting > Business Intelligence.

    Flag as renew

    You can re-include the order in renewal campaigns. 

    Invoice/receipt

    You can download a CSV copy of the invoice/receipt for the order. The receipt is saved in your downloads folder in a CSV format.

    New upgrade order

    You can create a new order for a different variant of the same product offer. This option is only available if the offer originally had multiple variants to choose from and if those variants are still live. The Billing Address page for the new order is displayed. Note: the same type of subscription is pre selected in the  Subscription page.

    Pay invoice

    You can pay an outstanding invoice. The Enter payment details page is displayed:

    Note:  Publisher payment to indicate the order is being paid by the publisher of the product

    1. Select the Payment type. The available options are defined by the product offer. Different fields are made available for different payment types:
    • Bank transfer:
        • Type a Reference for your records
        • Select the Transfer date
        • Type the Account reference number
        • Type a Bank reference to appear on the bank statements for the payee
        • Type a Publisher reference for the invoice
        • Type any Comments.
    • Cash:
        • Type a Source to indicate how the cash was received.
        • Type a Publisher reference for the invoice.
        • Type any Comments.
    • Cheque:
        • Type the Cheque number
        • Type the Paying in slip number used to pay the cheque into an account
        • Type the Batch reference number if the cheque was paid into an account as part of a batch
        • Type a Publisher reference for the invoice
        • Type any Comments.
    • Credit/Debit card:
        • Select the Credit card typeNote: the card fields are different for each type of card
        • Input the card details
        • Type a Publisher reference for the invoice
        • Type any Comments.
    • Discounted from order:
        • Select the Credit card type
        • Type a Publisher reference for the invoice
        • Type any Comments
    • Other payment methods may be used. These methods may require their own unique payment details
    1. Click Submit payment to submit the payment for the order.

    Renew order

    You can create a renewal order for the same product offer. The Billing Address page for the new order is displayed. Note: the same type of subscription is pre selected in the  Subscription page

    Suspend order

    You can suspend the delivery of any outstanding issues of the product.

    The Suspend order window is displayed:

      1. Select a Suspend reason for the suspension
      2. Type a Comment
      3. Click Finish. The order is suspended and displayed in the Suspended tab.

    Note:  The reactivate and refund actions are made available in the action menu.

    Reactivate a suspended order

    The Reactivate order window is displayed:

    This window allows you to determine how the suspension will affect the customers entitlement to the product if some issues have been missed during the suspension.

    Select an action for the reactivated order:

    • Select Extend Subscriptions to stop any missed issues from being delivered. The customers subscription will be extended to allow extra issues to be delivered to account for the missed issues
    • Select Pending Entitlements to deliver any missed issues as a back issue
    • Select Set future entitlements to pending to stop any missed issues from being delivered. The customers subscription will not be extended

    Note:  The suspend order action is made available in the action menu.

    Refund order

    You can cancel and refund a suspended order.

    The refund order page is displayed:

    • Select a Confirmation email option.
    • Select a Refund option. There are two options:
      • Select Individual elements to refund a specific product in the order. For example; the party may have subscribed to a magazine with a print and digital version. If they want to stop the digital version only, you could just refund this part of the order
      • Select Entire order to spread the refund across the entire order
        • The table shows the appropriate parts of the order which can be refunded. It displays:
          • How much each part cost
          • How much has already been paid
          • A calculation of the amount of the order which has already been fulfilled
          • A calculation of the amount which could be refunded, taking into account how much value the party has already received from the order.
      • Type the Refund for the appropriate parts of the order.
      • Click Refund. The order is cancelled and displayed in the cancelled/history tab.

    Note:  The availability of these actions vary depending on the current status of the order, the details in the original product offer etc.

      Orders