Hi there. Does anyone know how to refund part of a staggered invoice payment, which has been processed through the customer record screen?
The invoice totals £210, and each staggered payment is £35. One of our staff members processed two lots of £35 instead of one, so one needs to be refunded. However, as the ticket cost is not £35, I can't find a way to refund that amount to the account as credit, then adjust the invoice with that credit. Obviously, I can't create a negative invoice credit either.
Any advice would be appreciated.
Thanks.
Try getting to the View Invoices screen on their record, Check the Pay box (the payments window opens), click the Refund Prior Payments button, change the refund amount to $35, click the Insert button and choose $35 Invoice.
Refund Prior Payments
-$35 Credit Card
+$35 Invoice
The net amount of the payments that you do should be $0, the guest has $35 refunded, and the Invoice balance increases by $35.
This solution relies on the Refund Prior Payments working, which might not work.