Undo Customer Billing
If a mistake was made (e.g. billing was done twice, or the customer was charged incorrectly), you can undo the billing to reverse the customer order charges and delivery fees and make adjustments.
- On the top menu bar of Retailer, click on Customers -> Customer Undo.
- Click on the Customer tab.
- In Remove Customer Billing On, the date of the last billing period processed will be shown.
Make sure this is the correct date before proceeding. - In System Password, type in your Retailer Level D password.
- Click Remove.
When the process is complete, the date will automatically changed to show the previous billing period.
Undo Customer Statements
If the prices on your customer statements are incorrect, you will need to undo the statements first before making adjustments and redoing them.
- On the top menu bar of Retailer, click on Customers -> Customer Undo.
- Click on the Statements tab.
- In Remove Statements Printed On, the date of the last statement processed will be shown.
Make sure this is the correct date before proceeding. - In System Password, type in your Retailer Level D password.
- Click Remove.
When the process is complete, the date will automatically changed to show the previous statement's date.
Undo Subagent Billing
If your subagent billing process was done too far ahead or if titles were not charged correctly, you will need to undo the billing.
- On the top menu bar of Retailer, click on Customers -> Customer Undo.
- Click on the Subagents tab.
- In Remove Subagent Billing On, the date of the last billing period processed will be shown.
Make sure this is the correct date before proceeding. - In System Password, type in your Retailer Level D password.
- Click Remove.
When the process is complete, the date will automatically changed to show the previous billing period.