Voiding a Processing Cycle will remove the processing data from the Scheduled Order. This will also update any calculated totals for the Scheduled Order including "cycles" and "Lifetime Value".
The most common reasons to void a Processing cycle include:
- Refunding the entire amount of the Order that was created by the Processing Cycle
- Partial refund amounts are best updated by Editing A Processing Cycle
- Deleting the Order that was created by the Processing Cycle
- Voiding the Processing Cycle, in this case, will ensure that calculated values for the Scheduled Order (like "cycles") and revenue (like "Lifetime Value") are accurate in QPilot.
- Locate the Scheduled Order you want to void the Processing Cycle for
- Visit your connected QPilot Site's Scheduled Orders view, select the action menu button for the Scheduled Order you want to view, and then select "View Cycles History"
- Select the link to "View Details" for the Processing Cycle you want to void.
- When viewing the Processing Cycle, use the action menu (3 dot button) to select "Void".
- Select the type of void action you want to perform:
- Void and Pause the Scheduled Order: voids the Processing Cycle and updates the Scheduled Order's status to "Paused"
- Void and Skip to the next cycle: voids the Processing Cycle and updates the next occurrence date of the Scheduled Order as if it had processed. The new next occurrence date is determined by frequency of the Scheduled Order.
- Void and Process the Scheduled Order: voids the Processing Cycle and immediately attempts to process the Scheduled Order again.
- Void and Activate: voids the Processing Cycle and updates the Scheduled Order's status to "Active".
- Void and Leave as is: voids the Processing Cycle only
- Add a note for voiding the Processing Cycle
- Required: add a note that explains the reason for voiding the Processing Cycle. For example: "Refunded the entire amount for Order #54321".
- Select "Confirm" to void the Processing Cycle.
Example: Voiding and Skipping to the next cycle when a created Order was refunded because the customer wants to skip one delivery
In this screen recording (below), the merchant voids the Processing Cycle due to refunding the entire created Order and chooses the option to "Void and Skip" so that the Scheduled Order is updated to automatically process the next month (the frequency for this Scheduled Order is "every 1 month").
Updated over 1 year ago