When you click into an order, you will see details of the order as well as the option to do the following:
New: FSA Friendly Printable Receipts
Providers can print receipts for parents and caregivers using the Printable Receipt button. Sawyer receipts are FSA friendly and feature Provider Tax IDs if the feature is activated.
The Cancel Bookings button removes the student(s) from all bookings associated with the order. It does not refund the customer. If a canceled booking had used a pack spot, the spot will be automatically returned to the client. It is located in the top right hand corner of each and every order page.
To the right of the order number, you will see a status label. These are also on the order list. There are three possible labels: paid, balance due, and cancelled.
This button refunds the entire at-checkout amount and cancels all bookings. It is located in the top right corner of each order page.
When you cancel an order, the customer automatically receives an email confirmation of this cancellation.
This section shows the date of payments and refunds, how a balance was charged, and the amount of the balance.
Refund appears to the right of each and every payment in the Payment Activity section. It does not cancel bookings. You can refund a customer the full amount or a partial amount.
This button takes payment from the client and is located in Payment Activity. If the client wants to settle up the amount due or wants to make an early payment, you can enter the balance, add an optional note, and either charge the card on file or accept a custom payment method. This does not create a new, separate order. This does not send a confirmation email.
Add/Remove Pack Spots
These links add or remove a pack spot. These links only appear on orders for class packs.
Edit Payment Plans
If a customer is paying with a payment plan, you can cancel the payment plan, cancel an individual installment, take a payment on a future installment plan, or change the date of the payment plan.