Refer to the corresponding sections for steps on the following:


  • Creating a refund on an order
  • Writing off a balance
  • Creating a refund and issuing a credit to a customer
  • Creating a customer credit and then applying it to an order


Note: An order credit can also be applied directly to another order using payments. For more information, see FAQ - How to Apply an Order Credit to Another Order?


Creating a Refund on an Order

A refund can be applied by creating a negative payment on an order.


Step     Action 

  1.        On the Order requiring the refund, select {New} under Payments section. 


             The New Payment modal window will open.


  2.      Enter negative value for the refund amount.

  3.      Select {Save}. A results window will pop-up to confirm payment added. The refunded amount 

           will now show under payments in brackets.   


Writing off a balance

A balance can be written off by creating an entry for the customer.


Step      Action

  1.        Select {New} under EntriesA New Entry page will open.


  2.        Complete the fields. 


             Note: The Type should be Negative to write-off a balance.

                       Use Pre-fill From Order Items to write-off an order directly. This will automatically set 

                       the GL Account Allocation and Tax Allocation based on the Order. 

                       

                       For more information on creating an entry, see Entries-Creating a New Entry.


  3.      Select {Save}. The entry page will be renamed based on the Entry Number and the balance 

           write-off is complete.


Creating a Refund and Issuing a Credit to a Customer

A refund and a credit can be issued to a customer by creating a negative payment on an order and creating an entry.


To apply the refund (negative payment): 

Step     Action 

  1.       On the Order requiring the refund, select {New} under Payments section. 

            The New Payment modal window will open.

  2.       Enter negative value for the refund amount.

  3.       Select {Save}. A results window will pop-up to confirm payment added. The refunded amount 

            will now show under payments in brackets.   


To provide the credit (entry):

  1.        Select {New} under EntriesA New Entry page will open.

  2.        Complete the fields. 


             Note: For more information on creating an entry, see Entries-Creating a New Entry.


  3.        Select {Save}. The entry page will be renamed based on the Entry Number.



Creating a Customer Credit and then Later Applying it to an Order

A credit for future use can be issued by first creating an entry and later applying the entry to an order.


To provide the credit (entry):

  1.        Select {New} under EntriesA New Entry page will open.

  2.        Complete the fields. 

 

             Note: For more information on creating an entry, see Entries-Creating a New Entry.


  3.        Select {Save}. The entry page will be renamed based on the Entry Number.

             The entry page will be renamed based on the Entry Number. The entry 

             number will be needed to pull-up the entry for applying to an order later.


To apply the credit to an order:

Step      Action

  1.        Select {Accounting} and then select the Entries tab. 

  2.        Hover mouse over Entry # order needs to be applied to and select the pencil icon that 

             appears. The Entries edit page will appear. 

  3.        Scroll to the bottom of the Entries edit page to the Applied Orders section.

  4.        Select {New} under Applied Orders. An Add Order modal window will open.


             Note: The Add Order results will be filtered by Customer Name automatically as that field 

             is pre-filled based on entry selected.

 

  5.        Select order item to be added by checking box to the left hand side under Number column. 

             Entries can only be applied to one order at a time.

  6.        Select {Add}. A New Applied Order modal window will open for the previously selected 

             order.


            Note: The full amount of the entry will be pre-filled but can be adjusted manually.

 

  7      Select {Save}. The applied order is now completed on the entry.


            Note: The Entry Adjustment will now be visible on the Order view page.



Watch Processing a Credit and Refund