Step by Step Instructions
Step 1: In HIP Office, browse to Orders-View Orders.
Step 2: Click on the order number for the order you need to change.
Step 3: Click Edit.
Step 4: Browse to the Services section of the wizard.
Step 5: Uncheck the service that is changed or canceled.
Step 6: Confirm the new schedule and fees. Hit Next until you reach the Settings Tab.
Step 7: On the Settings tab, click Update and confirm the contract will be regenerated. Click Proceed.
Step 8: Select Online or Offline refund. Only select Online if the client paid via card through the link sent by HIP Office.
Step 9: Confirm the refund amount and add a description. Click Refund.
Step 10: Confirm the refund.
Contact Support
If you have any questions, please feel free to give us a call at (800) 750-4777, or you can email us at [email protected] or open a chat in the bottom right corner of our main website or HIP Office!