In addition to viewing transaction details, you'll also use the Transaction details page to manage your sales transactions. The following tasks will help you do so.
Printing a packing slip
You may want to print a packing slip for an order before you ship it. This way, whoever packs the item can use the slip to see the stock code and quantity required, and can enter their name plus the packing date to avoid future confusion. Note that the Packed amount is printed so it automatically matches the Quantity if you pack a different amount of items, you'll need to manually adjust this on the packing slip.
In the Transaction details section of the Transaction details page, click Print packing slip.
Sending an invoice
When an order is placed, a tax invoice is automatically emailed to the customer. If the customer misplaces the email, you can resend it. Or, if the customer has a new email address, you can change it in the Shipping information section and then resend the invoice.
In the Transaction details section of the Transaction details page, click Resend invoice.
Changing a transaction's status
There are three statuses for an order:
- New: the order has been placed by the customer, but you haven't printed a packing slip or shipped the order yet.
- Printed: you've printed a packing slip for the order, but haven't shipped it yet.
- Shipped: you've printed a packing slip and shipped the order.
All orders are automatically given a New status. When you print a packing slip, the status will be changed automatically to Printed. But when you ship the item, you'll need to update the status yourself. In the Transaction details section of the Transaction details page, click Mark as shipped.
Editing shipping information
A customer may request that their items be shipped to a different address after they've placed their order. Or, they may ask you to resend their tax invoice to a different email address. In these cases, you can edit the customer's shipping information.
In the Shipping information section of the Transaction details page, click Edit next to the details you want to change.
Cancelling and refunding an order
A customer may request that you cancel and refund their order. You can either refund the full amount of the order, or a partial amount.
To refund the full amount: In the Transaction details section of the Transaction details page, click Cancel order and refund. You'll then need to click the Cancel and refund button.
To refund a partial refund: Partial refunds can only be done through your PayPal account. You can use the order reference number to search for the order in PayPal.