Customer refund

[873091SOX]

Hi,

I have a customer that has delayed a job and now would like a refund for half of their deposit on an order.

I understand that I can create a credit note and then apply a refund. But my question is how do I adjust the original order so that the amount now due reflects the amount refunded?

That way when the order does go ahead the correct amount owing is on the order.

Thanks

[CloverQ]

Hi @873091SOX 

When the sales transaction is still an order, the payment recorded against the order will be posted to the linked account for collecting deposits. If you create a new credit note (negative invoice), while it will allow you to further process it as a refund, this refund would not have any association with the order/deposit recorded. 

What you may consider instead, is reversing the deposit recorded against the order, then record the updated payment amount. To do so first of all please go to Setup > Preferences > Security > tick the option 'Transactions can't be changed...'. Then drill into the order > click on History next to the amount applied > click into the payment line > right click within its screen > reverse. This reversal will update your bank account balance directly, it does not result a credit note to be processed. You can then record a new deposit against the sales order. 

If you wish to show a credit note was raised and processed, then another option to explore would be to convert the original order to invoice, reverse the entire invoice which would result a credit note. Record a new sales order of the same amount, you'll be able to apply part of the credit note to the new order then refund the remaining amount. 

I hope this helps. Please feel free to let us know how you go.