Support » Plugin: WooCommerce » What is the best way to edit processed orders after payment?

  • Resolved Guyinpv

    (@guyinpv)


    We have a store that is used to sell an event. Tickets can be sold a few months in advance, and there are a handful of variations and addons they can add to their spot. Number of people, various swag and convenience items, rentals, etc.

    As the event approaches, for some reason we get a lot of people needing to adjust their orders, sometimes multiple times before the event. They add or remove a person, change the size of an item, change a color, add an additional thing, take one away, swap a thing for another, etc.

    Woo is not very forgiving when it comes to trying to change orders after payment. It’s not easy to add anything to an order and then charge the additional price. Or take away something and give a partial refund. It’s not even easy to adjust the order to swap something that doesn’t change the price at all!

    The payment gateway we use is Stripe, by the way. Maybe another gateway would make it easier to add/remove where the price would change?

    In the past, even for a nonsense change, we have to completely cancel and refund an order and create a new one just to change a detail around. I feel like this is overkill and too much fussing for our situation.
    When the price is not affected, we should be able to just go in and adjust the order details. Even if we have to manually fix inventories, this is way better than cancelling and creating new orders.

    Is there a plugin or feature or just a “best practice” way to go about all this? We can always do manual refunds or extra payments directly in Stripe or elsewhere if Woo can’t handle it.

    If a client needs to change the order and we end up having to refund the whole thing and create a new one, then we’re eating extra credit card fees for nothing.
    What we really want to do is update the existing order easily, and make extra payments or partial refunds as needed, without having to trash the entire order and start over. We found that even editing the order details for billing/shipping addresses was a painful process once the order was complete.

    What are our options? Can Woo just loosen its grip on the order so we can change all the details as needed? Can it do partial refunds and additional charges on the same order without creating a new one?

Viewing 8 replies - 1 through 8 (of 8 total)
  • Plugin Support Pepe (woo-hc)

    (@anastas10s)

    Hi there @guyinpv 👋

    What is the best way to edit processed orders after payment?

    Thanks for reaching out! I understand this is a two-part question, with one part about editing and the other about refunding orders.

    Feel free to find the related Viewing and Editing a Single Order section, in the official documentation.

    Furthermore, the Order Items and Totals section details how to go ahead with Editing or Adding Order Items.

    The notice there, reads:
    Apart from refunding, order items can not be edited, unless the order status is “Pending payment”, or “On hold.”
    Put simply, feel free to change an order’s status momentarily, when edits are required towards the event day, as described, so that the order’s items are editable, and subsequently set it to its actual status.

    Now, moving on to refunding orders. The official documentation covers WooCommerce Refunds, here.

    That said, the official Stripe extension for WooCommerce allows for refunds inside WooCommerce, and it is documented here.

    I hope that helps, otherwise let us know!

    Thread Starter Guyinpv

    (@guyinpv)

    Thank you for the reply.
    Let me be more specific.

    If we change the status, it will let us edit the order items, that’s great! But here is what doesn’t make sense:

    1) When adding a new item, there doesn’t seem to be a way to select the variations and options. All I get is a way to add empty “meta fields” to the item. We use a plugin for order addons so that we have the variation as well as addons, but there doesn’t seem to be any way to add or change variations and addons from the order screen in a visual way. Do you know of any method to make this easier so that when we add or change the item, we can select from the available variations and addons with proper inventory controls?
    What would be the most helpful is to get a view like we do in the frontend. Just pick all the options and then “add to order”. Making people type things into a bunch of empty meta field boxes is just asking for problems and mistakes, and it’s a lot of work if we have 20 addons (meta fields) to add.

    2) If we adjust the items, and this changes the price, what happens when we set the order status back to Completed or whatever it should be? Does it take an additional payment from Stripe for the difference? Will Stripe give a partial refund (not a full refund, we know how to do full refunds)? Do we have to do this manually to mark the order complete again? If the price changes, does Woo even care? I mean, does it just show the new price regardless of the fact that there was a previous payment for a different amount?

    Unfortunately, with our orders, people change things all the time because the orders are open for months until the event happens, so changing orders is very common and we need to make this process smoother.

    Plugin Support Igor H (woo-hc)

    (@ihereira)

    Hi,
    While I understand your point, please note, there is not a simple solution.

    You can check this blog for an explanation to edit a paid order:
    Edit a Paid-for Order In WooCommerce and Invoice the Balance.

    Another alternative, you can implement custom code on your site to permit edit processing orders:
    WooCommerce: Allow Users to Edit Processing Orders

    1) When adding a new item, there doesn’t seem to be a way to select the variations and options. All I get is a way to add empty “meta fields” to the item. We use a plugin for order addons so that we have the variation as well as addons, but there doesn’t seem to be any way to add or change variations and addons from the order screen in a visual way.

    To understand better this part, please send us a screenshot of what you see on your end, you can use https://snipboard.io – please follow the instructions on that page, then paste the URL in this thread.

    2) If we adjust the items, and this changes the price, what happens when we set the order status back to Completed or whatever it should be? Does it take an additional payment from Stripe for the difference? Will Stripe give a partial refund (not a full refund, we know how to do full refunds)? Do we have to do this manually to mark the order complete again? If the price changes, does Woo even care? I mean, does it just show the new price regardless of the fact that there was a previous payment for a different amount?

    WooCommerce will permit to refund items on the order, (it is like a remove an item from the order), and you can use a plugin to send an email reminder to the customer, for example, if the order amount has changed, and they need to pay. Please check:

    Payment Reminder for WooCommerce.

    I hope this points you in the right direction.

    Thread Starter Guyinpv

    (@guyinpv)

    Here is the edit screen when I edit an order and add a new item.
    https://www.dropbox.com/s/k3k0hzz9ihlvwco/2022-11-01_12-25-36.png?dl=0

    When I click to edit the existing item, it has all the meta fields already filled in, of course. But when I add a new/replacement item, there are no meta fields, there is no way to select my variation or addons/options when adding the new item to the order. I can’t even “browse” for it, I have to specifically know how to search for it by name to add it.

    I appreciate the links, I’ve read through them and the comments people have left on those snippets and it doesn’t seem like something safe to use as-is. The idea of cloning an order and applying a discount is better than doing a full refund and then making a new order, that makes sense. But the ability to clone an order doesn’t seem to be an available “normal” option in WooCommerce. Where is that feature so that the admins can do it? Adding a “credit” to a user or order is also not behavior built-in to Woo. At best we can create a one-time coupon to use?
    Cloning the order is also not ideal because it means the record or the order payment is on a different order than the “real” order in the system. In other words, order #111 has the record of their actual credit card payment, but since this order was cloned and then closed/cancelled, the “real” order is now #222. This is like keeping two, or even more orders around for the full history of their order, which can get messy to keep track of.

    We also have very tight inventory control, so if we have to move an order from Completed to Pending, the inventory will go back in stock where it could potentially be purchased by someone else.
    Or let’s say we edit the order and add another line item, well if the product is out of stock, we can’t add the 2nd one until we delete the first one, but we can’t delete the first one because we need the reference to all those meta fields! To fix this, we have to falsely increase stock to be able to add the product before we can delete the other line item and then fix the stock again.

    I know these sound like rare occurrences, but they actually happened the last time we ran our sales, many times! There was a lot of manual work closing orders, refunding, creating new orders, adjusting addons.

    The biggest need we have is to be able to edit the order, change the product/variation/addons a little, and then potentially charge the difference or refund the difference. For some reason this process is so difficult and convoluted. And it becomes dangerous because of tight stock management too. Or we have to pay hundreds a year for a bunch of addons to try and make it smoother.

    Maybe there isn’t a way to make this better, but thanks for listening anyway, hopefully it gives you some ideas about changing things to make it smoother for order editing in the future. Or at least just adding a product with its various options into the order from the backend.

    Plugin Support Pepe (woo-hc)

    (@anastas10s)

    Hey there @guyinpv,

    Thank you for clarifying things further. From what I gather, the workload of editing orders can/should be shifted to the customers.

    Feel free to check out Edit Order by Customer extension, as it allows customers to edit placed orders with certain order statuses. It appears to be a great fit for your particular use case.

    I trust that points you in the right direction, but if you have more questions, let us know. We’re happy to help.

    Thread Starter Guyinpv

    (@guyinpv)

    Thanks for the suggestion.
    I honestly don’t think that is a good fit for our situation either.

    For one thing, these orders may need editing weeks after they’ve been paid and marked complete.
    Secondly, the administrators alone want to make these changes, because the availability and specs of the products change over time and usually inventory is down to nothing once the main sales are over, so the admins have to figure out the details of order changes, not the customer.
    Thirdly, on the web page for that plugin, if you scroll to the bottom and look at the screenshot for adding a product to the order, it’s the same thing we see in the Woo backend already, just a popup asking to search for a product by name and then set a quantity. But how would they select the variations and addon options? Hopefully not a big list of empty meta field boxes!

    I may reach out to the plugin author and see if this can be adapted as an admin-only tool, and if adding/editing products can be done visually for variations/addons. So thanks for that.

    Otherwise, like I said before, the biggest hurdle is on the admin side, not being able to adjust the product visually when adding/editing them. A big list of meta text fields is a really annoying way to edit the order.
    And then handling partial refunds and partial (additional) payments could be done much more gracefully as well I think.

    Thanks!

    Plugin Support Pepe (woo-hc)

    (@anastas10s)

    Hi there @guyinpv 👋

    Thanks for reaching back about this! Especially the following comment, makes the need for custom development all the more apparent, since ready-made solutions are not sufficient, I understand:

    Secondly, the administrators alone want to make these changes, because the availability and specs of the products change over time and usually inventory is down to nothing once the main sales are over, so the admins have to figure out the details of order changes, not the customer.

    For assistance with customization or development with your site, we recommend that you seek help from:

    * A local web developer
    * Codeable.io
    * WooExperts
    * Stackexchange

    I may reach out to the plugin author and see if this can be adapted as an admin-only tool, and if adding/editing products can be done visually for variations/addons. So thanks for that.

    You are welcome! Feel free to reach out at WooCommerce.com > My Account > Support. You may need to create an account before you can access that page.

    Please include a link to this forum thread, so that we can keep track of what’s already been done.

    Otherwise, like I said before, the biggest hurdle is on the admin side, not being able to adjust the product visually when adding/editing them. A big list of meta text fields is a really annoying way to edit the order.
    And then handling partial refunds and partial (additional) payments could be done much more gracefully as well I think.

    The best place to start is the Ideas board, where you can view and up-vote existing feature requests, or add your own.

    I trust that points you in the right direction, but if you have more questions, let us know. We’re happy to help.

    Thread Starter Guyinpv

    (@guyinpv)

    Thanks again. I submitted a support request to ask about the plugin.
    I suppose you can close this thread.

Viewing 8 replies - 1 through 8 (of 8 total)
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