There are times that you may want to change the status of an existing Payable order. For example, you can manually update an order status:
If you want to trigger a payment reminder for unpaid orders (set order status to "reminder-sent", and when asked if you want to notify the customer select "Yes")
If a customer wants to change the items on their invoice, they will need to place a new order. In this case, you can mark their original order as cancelled to deactivate the checkout page
If a customer wants to cancel their order and has not yet paid for it
If you have a deadline approaching and want to stop customers from paying for open orders, mark the order(s) as cancelled to deactivate the checkout page
If a customer has opted to pay offline by cash or cheque and you would like the order invoice to reflect their payment
You cannot update orders that have already been paid electronically. If you want to provide a refund, you will need to login to your payment account (PayPal, Square, Stripe), find the transaction, and issue a refund from this account.
How To
Manual updates are done within the Google Sheet. Open the spreadsheet connected to your form and:
Select the row number for the order you would like to update (you cannot click just the Payable Order Status cell)
Select Extensions > Payable Forms > Mark Payable Order As > and choose your desired status
How to manually update a Payable Order status
Video Tutorial