how do I allocate a refund to an existing Order (not an invoice)

SteveS1

How do I allocate a refund to an existing Open Order (not an invoice)

SamaraM

Hi @SteveS1 

 

Sorry to see that no one has offered assistance with your query. To apply the credit to an order instead of a refund you can:

1. Go to Sales and click Sales Register.
2. Click the Returns & Debits tab.
3. Locate and select the credit you want to apply and click Apply to Sale. The Settle Returns & Debits window appears, listing all open invoices and orders.
4. Type the amount you want to apply to the order in the Applied column.

See Help Article: Settling customer credits for more information on that topic.

 

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