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?

Option 1: Creating a Refund on an Order

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

• On the Order requiring the refund, navigate to Payments > + icon
• Enter negative value for the refund amount
• Click Save.  
  The refunded amount will now show under payments in brackets.
  

Option 2: Writing Off a Balance

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

• Navigate to Accounting > Entries > New
• Complete the fields*
• Click Save

*Note: The Type should be set to 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.

Option 3: 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.

Apply a refund (negative payment)

• On the Order requiring the refund, navigate to Payments > + icon
• Enter a negative value for the refund amount
• Click Save
  The refunded amount will now show under payments in brackets.   

Apply a Credit (entry)

• Navigate to Accounting > Entries > New
  
• Complete the fields
• Make sure to apply the entry to an Order
  
• Click Save
  The entry page will be renamed based on the Entry Number.
  

             Note: An entry will not be reflected in the customer statements until is has been 

             applied to an order. For more information on creating an entry, see 

             Entries-Creating a New Entry.

Option 4: 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.

Apply a Credit (entry)

• Navigate to Accounting > Entries > New
• Complete the fields
• 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.

             Note: An entry will not be reflected in the customer statements until is has been 

             applied to an order. For more information on creating an entry, see 

             Entries-Creating a New Entry.

Apply a Credit to an Order

• Navigate to Accounting > Entries
• Hover mouse over Entry # order needs to be applied to and select the pencil icon that appears
• Scroll to the bottom of the Entries edit page to the Applied Orders section
• Select New under Applied Orders. An Add Order modal window will open
• 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
• Select Add
• Click Save

Note: The Add Order results will be filtered by Customer Name automatically as that field is pre-filled based on entry selected. The full amount of the entry will be pre-filled but can be adjusted manually.