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Checkout Champ Order Management Walkthrough video.

Customer Service Tutorial Link: https://help.checkoutchamp.com/crm/customer-section/customer-service/customer-service-tutorial This article will walk you through common customer service actions. Navigate to Customer → Customer Service to search for customers. Use the search fields to locate th...

Locate a Customer Record Link: https://help.checkoutchamp.com/crm/customer-section/customer-service/locate-a-customer-record Locating a customer record is easy using the CRM's Customer Search Page. First, click on the Customer tab on the left of your screen, then Customer Service. Using ...

Continuity Purchase Profile Link: https://help.checkoutchamp.com/crm/customer-section/customer-service/continuity-purchase-profile This is the section within the customer profile to handle changes to a recurring order. It can be found within a customer profile by clicking the Continuity tab and...

Refund/Void a Transaction| Link: https://help.checkoutchamp.com/crm/customer-section/customer-service/refund-void-a-transaction Locate the customer order record when ready to issue a refund or void. Once the customer is selected, go to the Orders table and press the order link. Select F...

Cancel an Order Link: https://help.checkoutchamp.com/crm/customer-section/customer-service/cancel-an-order The Cancel Order button can be used to cancel the fulfillment and refund the transaction with a single action. This action will also cancel the subscriptions tied to this order. To cance...

Cancel or Pause a Subscription Link: https://help.checkoutchamp.com/crm/customer-section/customer-service/cancel-or-pause-a-subscription To cancel a subscription product, first locate the customer’s order record. Choose the Continuity tab to see the Customer's recurring purchases and then clic...

Restart a Subscription Link: https://help.checkoutchamp.com/crm/customer-section/customer-service/restart-a-subscription To restart a subscription that is in Cancelled or Recycle Failed status, click on the customer’s subscription product to bring you to the Purchase Details page. Then click t...