How do I process a Void?

Owned by Diana Castillo Arroyo (Unlicensed)
Mar 03, 2023
2 min read

Making an Order Void  

 

Purpose:

The purpose of this walkthrough is to show you how to process a Void inside the Webforce CRM

 

Pre Requisites:

  • WF account

  • Reason to Void

 

 

Orders that are voided must be done within the first 24 hours of the order being placed 

  • Who can take this action? 

    • Customer service role

    • Admin role

    • Sales manager role

    • Super admin role 

  • On the left side menu click Orders and then click the order #. 

Screen_Shot_2021-08-05_at_1.42.02_PM.png

  • This screen will appear with all order and customer information.Click the three dots in the right lower corner and click void

chargeback_3_.png

 

  • Once you click void you will be brought to this screen: 

 

  • You will need to enter a reason for the void: 

 

  • Just like with refunds and chargebacks, the other option allows you to add a reason

 

  • Once you have added your reason, click save 

 

  • Once you are satisfied with your void, click void. 

 

  • You will be able to see the order marked void on the orders screen. 

 

Check List:

  • Webforce account

  • Reason to Void