Refund Partial Credit

This topic explains how to create a Credit and use part of the credit to pay an Invoice and the other part of the credit will be issued back to the customer.

Steps

  1. To create a partial credit for a credit card payment you go to the customer's invoice profile and click on the payment tab as you can see they have a payment of $300 which was paid by visa credit card. You click on the go to arrow for the payment.
  2. This will take you to the payment profile. From there you click on void payment button.
  3. The Void Invoice page will appear. Ensure that you select a Batch that you want the credit to be placed it. For the payment on the action drop down you select create credit. And click on the save button. As you can see the credit of $300 will be created for the invoice payment. Please make a note of the credit transaction number.
  4. Next you click on the Accounting tab then the Refund tab.
  5. From there you add a refund. You enter the customer name and ensure to click on the look up button to get the correct customer. You can also do the search by entering the dates that the credit was created. You then click on the search button which will show all credits that were created for that customer. Ensure that a batch is selected.
  6. You then write in the amount that you want refunded to the customer. As per screenshot I am going to refund $200. Ensure that the Refund cc/ACH checkbox is checked. If this checkbox is not checked the refund amount will not go back to the customer's credit card. You then click on the save button. The amount of $200 will be refunded to the customer's credit card
  7. To apply the remaining credit to the invoice, you go to the invoice profile and click on the add payment button.
  8. From the add payment profile clear the auto apply payments checkbox. The invoice number should automatically populate. You then click on the lookup button so that the invoice detail(s) are populated. You then click on the credit apply amount. This will take you to the apply credit form.
  9. On the Apply credit form you enter the amount of the remaining credit that is to be applied to the credit. In this case it would be $100. You then click on the save button.
  10. Next, you then select a batch and then add a payment date. Do not select a Payment Method. You click on the save button. The remaining credit of $100 will be applied to the invoice