- If a partial payment is made on an order canceling will refund the balance due (zero that out) and convert the amount paid into a cancellation fee.
- If a partial payment is made refunding will allow for a refund of the amount paid and refund the balance due (zero that out).
- If no payment has been made on the order - the only option is to refund, which will refund the balance due (zero out the order).
Create a Warning Message Template
Go to CRM tab.
Click on Mail, then select Mail Templates.
Click Add Template.
For the template type, choose Payment Warning 1. (You may also see options for Payment Warning 2 and 3.)
Enter a name for the template, such as “Warning Test”.
Type the warning message content you want to use.
Click Add to save the template.
Locate the Transaction
Navigate to the Orders tab.
Find and open the transaction related to the pending due order that's overdue.
Send the Warning Message
Click the gear on the order and click Send Warning.
From the dropdown, select the template you created (e.g., “Warning Test”).
The warning message will auto-fill from the template.
Click Email to send the message to the customer.
The customer will receive an email notifying them that their payment for the order is overdue and that they should contact the you to complete payment.