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Refund a partial payment on a cancelled order

A customer is canceling an order that has a partial payment attached to it, and wants a refund. 

How to fix it

Create a credit memo for the whole invoice and apply the credit to the invoice. Create a refund check for the customer.  

Create a credit memo:

  1. Choose Customers > Create Credit Memos/Refunds.
  2. Enter the original information from the invoice.
  3. Click Save & Close.
  4. The Available Credits windows appears. Select the third option, Apply to an Invoice, and click OK.
  5. Select the appropriate invoice from the Apply Credit to Invoices window and click Done.

The invoice will be closed.

To refund the customer:

  1. Choose Banking > Write Checks.
  2. Enter the check payable to the customer for the refund.
  3. Click the Expense tab.
  4. From the Account drop-down, select Accounts Receivable.
  5. Select the same customer name from the Customer:Job drop-down.
  6. Click Save & Close.

This will create a credit that will appear in the Customer Payment Window for the customer.

To clear the credit:

  1. Choose Customers > Receive Payments.
  2. Mark the line that displays the credit and click Discount & Credits.
  3. Mark the Credit line that displays the amount of the refund, and click Done.
  4. Click Save & Close.

Note: Be sure the Available Credits and Amount due is set to 0.00 before clicking Save & Close.




KB ID# SLN41034
2/13/2016 4:41:10 AM
PPRDQSSWS401 9132 Pro 2016 d56250