Cancelling an order in Personify

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Look up customer and go to order history

Click on the order you would like to cancel to open up the order
Click on the line of the item you would like to cancel
Go to the task bar on the left hand side under Work with Line Items
Click on cancel an Item
A new screen will pop up, make sure cancel is checked and change the
effective date to todays date
7. Click process
Cancelling and refunding an order in Personify if paid for with credit card
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Look up customer and go to order history

Click on the order you would like to cancel to open up the order
Go to the task bar on the left hand side under Work with orders
Click on print acknowledgement
A new tab will appear with an acknowledgement to print (need to keep a copy
of this to show what the customer will be refunded)
6. Click on the line of the item you would like to cancel
7. Go to the task bar on the left hand side under Work with Line Items
8. Click on cancel an item
9. A new screen will pop up, click refund and cancel instead of cancel only
10.Change effective date to todays date
11.Click on refund to specific credit card receipt
12.Make sure that credit card information shows up and that refund is being
made within 90 days of initial payment.
13.If refund is within 90 days click process
14.If refund is taking place after 90 days, click refund by check box under
refund specific credit card receipt and click process
15.Fill out information on expense authorization form for refund and send in to
supervisor with the print acknowledgement so that check can be mailed out
to customer
Cancelling and refunding an order in Personify if paid for with cash/check in shop
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5.

Look up customer and go to order history

Click on the order you would like to cancel to open up the order
Go to the task bar on the left hand side under Work with orders
Click on print acknowledgement
A new tab will appear with an acknowledgement to print (need to keep a copy
of this to show what the customer will be refunded)
6. Click on the line of the item you would like to cancel
7. Go to the task bar on the left hand side under Work with Line Items
8. Click on cancel an item
9. A new screen will pop up, click refund and cancel instead of cancel only
10.Change effective date to todays date
11.Click on refund to specific check receipt
12.Make sure that refund by check box is checked and click process

13.Fill out information on expense authorization form for refund and send in to
supervisor with the print acknowledgement so that check can be mailed out
to customer
Transferring money in Personify
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Look up customer and go to order history

Click on the order you will be cancelling and transferring money from
Go to the task bar on the left hand side under Work with orders
Click on print acknowledgement
A new tab will appear with an acknowledgement to print (I keep a copy of this
just in case customer questions what was transferred)
6. Click on the line of the item you will be cancelling to transfer money
7. Go to the task bar on the left hand side under Work with Line Items
8. Click on cancel an item
9. A new screen will pop up, make sure that the cancel only box is checked at
the top of the new screen
10.Change effective date to todays date
11.Click process
12.Go back to the customer tab and click create new order on the blue task
bar on the left hand side under Quick Create
13.Add the new item you will be transferring the money to (you can also transfer
the money to an existing order that is not fully paid, just make sure to make
note of the order number)
14.Change the order from Performa to Active
15.Make note of the new order number and save
16.Go back to the original cancelled order
17.On the left hand task bar click on common customer requests and then
click on customer financial analysis
18.A new screen will pop up, balance should show a negative amount
19.Click on transfer balance
20.A new screen will pop up, make sure that in the top left hand corner you
change order receipt to line receipt (should be available on a drop down
menu)
21.Make sure that on the left hand side the old order number has been filled in
(should be automatic) and make sure the correct line is selected (you can
choose whichever line in the order had the balance from a drop down menu)
22.On the right hand side of the screen make sure that you delete the old order
number and enter the new order number that the money needs to be
transferred to
23.Make sure that you select the correct line that the money needs to be
transferred to in the new order (usually it is one unless you are using the
money to pay for multiple items)
24.Make sure that the money to be transferred is the correct amount (sometimes
there will be more than one receipt that you will have to transfer money
from)
25.Click transfer
26.Go back to the new order in the customers order history

27.Make sure that the correct amount of money has been transferred to the new
order
28.Pat yourself on the back because you just transferred money in Personify!