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...
  • Earl_HD's avatar
    Earl_HD
    2 months ago

    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
2 months ago

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

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