Here's the help desk article for this transcript:
How to Edit an Existing Order
This article walks through how to make changes to an order at any point during the order process, whether it is already on rent or still in approved status.
Finding the Order
Go to the Orders tab, find the order you want to make changes to, and click on the invoice number.
Orders can be edited at any point during the order process, regardless of whether the order is on rent, approved, or in another status.
Starting an Edit
Scroll down to the Contract Detail section and click Update Order.
From here, you can edit the location of the order, the customer info, and most importantly, the contract itself.
Adding a Product to an Order
Click the plus button and select the product you want to attach.
Make sure the dates entered for the new product match or are appropriate for the order, then click Add to Order.
Once added, the product shows up under the contract, and the cart total, fees, taxes, and security deposit update automatically to reflect the change.
At this point, the change has not been saved yet. It only exists in the contract until you click Save Changes.
Editing Existing Contract Details
Once you have clicked Update Details, anything shown in blue is editable.
To extend or change the rental period, select the new date and time. This will automatically update the unit price, and therefore the cart total and fees.
You can also edit quantity, add a discount, adjust taxes, or change the damage waiver amount and other fees, all by editing the fields shown in blue.
Saving Changes
Once you are happy with the order, click Save Changes.
You will see a confirmation message, Order Updated Successfully.
Scroll down to the Invoice section to see the updated information. Any payments already made will still show as originally recorded, but a new balance due will appear if the edits, such as adding a product or adjusting dates, increased the total.
This section updates automatically as soon as you click Save Changes.
You can then collect payment on the new balance at any point needed to proceed with the order.
Common Questions
Can I edit an order that is already on rent?
Yes. Orders can be edited at any point in the process, whether they are on rent, approved, or in another status.
How do I add a new product to an order that already has one out on rent?
Click Update Order in the Contract Detail section, click the plus button, select the product, make sure the dates match or are appropriate, and click Add to Order.
What happens to the invoice if I change the dates or add a product?
The cart total, fees, taxes, and security deposit update automatically in the contract. Once you click Save Changes, the invoice section updates to reflect any new balance due.
How do I know which fields I am allowed to edit?
Anything shown in blue after clicking Update Details is editable, including dates, quantity, discounts, taxes, and damage waiver amounts.
Do I need to collect a new payment right away after editing an order?
Not necessarily. The new balance will show in the invoice section after you save changes, and you can collect payment on it whenever needed to proceed with the order.