The overview steps to do a partial refund are as follows:
Voiding the Existing Invoice
- Find the invoice in the Billing Module and press the edit pencil button next to the invoice you want to refund
- Press the blue Action button towards the top right and select Void Invoice
- Voiding the Invoice will create a Credit Memo on the next screen. Scroll to the bottom and press the Save button
- This will also take the payment originally attached to the Invoice, and make it an "Unapplied Payment", that will be available to be attached to other other/newer Invoices.
Adding a new Invoice for the corrected amount (specific for Event invoice changes) :
- Add a new Invoice from the Billing module Or adjust the order in the Events module:
- by editing the original order and add/delete attendees
- Then press the blue Action button dropdown and select Create Invoice
- Go through the Create Invoice stepper and press Finish
- Find the newly created Invoice Pro Forma in the Billing module and press the edit icon
- Scroll to the bottom and press the green Save button dropdown and select "and post"
- This will post the invoice and get it ready to accept payment
Paying an invoice with Unapplied Credits
- Find the newly created invoice in the Billing Module and press the edit icon
- Press the blue Action dropdown towards the top right and select "Pay Invoice"
- In the Payment stepper, press the Payment Method dropdown and select "Unapplied Payments"
- Press the Payments dropdown in the Unapplied Payments section, and choose an available amount from an existing unapplied payment
- If the invoice total is less than the unapplied amount, it will only use a portion of the unapplied amount, leaving the remaining amount from the unapplied payment to be used for another invoice, or it can be refunded.
- Press Continue and then Press Finish
- This new invoice has now been paid
Refunding a remaining Unapplied Payment to a Credit Card
- Go to the Cash Receipts Module
- Press the green +Refund button
- Press the green Search Contacts button and select the customer that has an unapplied payment
- Press the Available Credit dropdown and select the balance left from an unapplied payment
- The amount will auto-fill with what is remaining
- Select the Refund Method dropdown and choose Refund Credit Card
- Press the green Submit button to complete the refund
- The refund should show up in the customer's account within 72 hours