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Order Adjustments

docs/user/orders/order-adjustments.mdx

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Order Adjustments

Order adjustments let you manually add a charge or credit to an existing order - ideal for handling things like special fees, discounts, or post-purchase updates.

How to Create an Adjustment

To create an order adjustment, navigate to the Orders tab in the admin dashboard.

Find the order you'd like to adjust and click on it to open the order page.

Scroll to the Adjustments section and click New Adjustment to open the adjustment creation form.

Fill out the form:

  • Label - A name for the adjustment (e.g., "Custom Discount", "Packaging Fee")
  • Amount - Use a positive value for a charge or a negative value for a credit.

Finally, click Create to add the new adjustment.

Handling the Payment or Refund

Once the adjustment has been created, it will need to be settled manually. Depending on whether it’s a charge or credit, follow one of the steps below:

Credit (Negative Amount)

To manually refund the adjustment amount, click the three-dot menu next to the payment and select Refund.

This will open a refund form where you can enter the amount to be refunded.

After entering the amount and selecting a refund reason, click Create to process the refund.

<Note>Refund behavior depends on the payment method used - some refunds can be processed automatically, while others may require manual handling.</Note>

Charge (Positive Amount)

There are two methods to charge a customer in the event of a positive adjustment.

Automatated Payment

To charge a customer, click New Payment in the Payments section.

This will open the payment form where you can select the amount to charge the customer and the payment method to be charged.

Click Create after entering the details. The customer’s payment method will then be automatically charged for the outstanding balance.

Alternatively, you can send the customer a payment link by email. The customer will receive a link that redirects them to a checkout where they can choose to pay for the outstanding balance using any of the payment methods available on your store.

Close the Adjustment

Once the adjustment has been handled, click the three-dot menu next to the adjustment, and select Close to mark the adjustment as finalized.

<Note>Closing an adjustment helps track which ones have been settled, especially when managing refunds or manual charges.</Note>