How to refund 1 invoice paid in a combined amount

[Ash111]

Hi, 

Thank you in advance. 

We have been paid a lump sum from our customer which includes approx 4 invoices. We need to refund one of the invoices from the lump sum as it was already paid. 

Any help would be greatly appreciated. 

Thank you 

Olivia 

[Melisa_D]

Hi @Ash111, 

Thank you for your post. To create a refund to your customer you will first need to create a customer return, once this is done you can then process the customer return via a refund. 

Please do let me know if you have any further questions. 

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

[Ash111]

Thank you 

But how do i than allocate the original payment. so for example: 

Our Customer (real estate agent) has paid $1000 (to be allocated to 4 invoices) However one payment was a mistake so apporx $200 needs to be refunded 

The invoice that was mistakely paid for $200 by the real estate, was then paid for by the owner of the property and allocated accordingly 

How do I then allocate the original amount paid by the real estate $1000... as there is $200 (that was refunded) outstanding and it wont let me complete the allocation for the other 3 invoices. 

Apologies I understand this is confusing! 

Thank you for your help 

Olivia 

[Melisa_D · Accepted solution]

Hi @Ash111, 

Thank you for clarifying that. In this situation I would recommend recording this as a customer over payment for the 3 invoices, using your example:

The $1000 payment needs to split across the 3 invoices paid by the real estate -

Invoice 1 is for $500 - payment of $500

Invoice 2 is for $200 - payment of $200

Invoice 3 is for $100 - payment of $300 - this automatically creates the customer return and then you can process the refund.

Our article Customer overpayments has the step by step instructions on how to do a customer over payment.

Please do let me know if you have any further questions. 

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

[Ash111]

Thank you so much! 

Olivia