We have two constituents who will not be attending a summer program. Both of the orders were paid for using Invoice. The invoices were then paid off with a check. They are now unable to attend and we will be issuing them a refund. We can return the seats in the order but we also want the invoice to go away. How can I do this?
Thanks
Margaret
Hi Margaret. I wrote a guide based on https://www.tessituranetwork.com/Help_System_v151/Tessitura.htm which I can share if you like
Returning the refund $ amount in the Order to ON ACCOUNT and then using that ON ACCOUNT money to pay off the invoice is what you might want to do :)
Heath - Thanks for that but the invoice was paid off with a check. We are now refunding the check but want to make sure we clear out the invoice as well as the order. (I wish it was as simple as just returning the tickets and then using the on account money to pay off the invoice - but nothing can ever be simple.)Thanks
From what I understand if the invoice has been paid (and the balance is $0) you won't be able to adjust it. You would return the booking from the Order as your Cheque payment method. Having a separate Payment Method for Cheque refunds is often worthwhile for accounting.