Overview
The Request Modification status allows you to propose changes to an existing order, such as updates to the product type, due date, fee, or payment method. This sends a request to the client for approval.
Sometimes, you may need to request changes to the original product type, due date, fee, or payment type for an order. To do so, you'll use the Request Modifications status.
Click the Orders button at the top of the window.
Double-click the order you wish to cancel.
On the toolbar near the top, click Set Order Status, and choose Request Modification.
In the dialog that appears, make any necessary changes to the Product, Due Date, Fee, or Payment Method.
Enter any notes about your request in the Notes section.
Click OK to send your request to the client.
Your client now has the opportunity to accept or decline your request. When they do, you'll receive a notification.
Outcome
After completing these steps, you will be able to request changes to an order and submit them to the client for review. The client can then accept or decline the request, and you will be notified of their decision.