Forum Discussion

Jules23's avatar
Jules23
Experienced Cover User
2 months ago

Refund Partial Deposit

Hello

We have a customer who's Sales Invoice has been amended to allow for an extra charge ($225), after a deposit was paid.  They now require a refund of their deposit, however we are only paying a partial refund to cover the extra charge of $225 to their Sales Invoice. I have followed the refund process for a Sales Invoice, however it is still out of balance the $225.  Could you please offer some assistance how to pay the partial refund.

Sales Invoice Total:  $5529 (including the $225)

Deposit Paid: $2652

Balance Due:  $2877

Partial Refund to be Paid:  $2427

Many thanks

 

 

 

  • Hi Jules23

    To process the partial refund, first create a customer return for the deposit amount of $2652. Then, apply the extra $225 charge to the original invoice, ensuring the total invoice reflects the correct balance of $5529. After that, you can process the partial refund of $2427 (Deposit Paid - $225) by applying the return to the customer’s account and selecting 'Refund' for that amount. This should resolve the out-of-balance issue. For more details, you can refer to this article: Customer Returns, Credits, and Refunds.

    I hope this helps!

    Regards,
    Earl

  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator

    Hi Jules23

    To process the partial refund, first create a customer return for the deposit amount of $2652. Then, apply the extra $225 charge to the original invoice, ensuring the total invoice reflects the correct balance of $5529. After that, you can process the partial refund of $2427 (Deposit Paid - $225) by applying the return to the customer’s account and selecting 'Refund' for that amount. This should resolve the out-of-balance issue. For more details, you can refer to this article: Customer Returns, Credits, and Refunds.

    I hope this helps!

    Regards,
    Earl

    • Jules23's avatar
      Jules23
      Experienced Cover User

      Thank you, this way worked!  Really appreciate your reply.