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
