Partially Refund a Paid-in-Full Invoice

Main Menu > Invoices

A framing component, such as a moulding, becomes unavailable after the customer has fully paid the Invoice and you need to refund that portion of the Invoice.

How to Issue a Partial Refund on a Paid-in-Full Invoice

1. Leave the original Invoice as is.
   
   (If refunding through FrameReady’s credit card interface, then copy the Reference number of the original payment as it appears in the Reference field.)

2. Calculate the amount of refund owed.

3. Create a New Invoice and add the same customer to the Invoice.

4. Create a new line item with a Description of  Refund 

5. In the Qty field, enter  -1 

6. In the Unit Price field, enter the dollar value of the refund before taxes.
   
   

7. Verify that the Balance agrees.

8. Click the Enter a Payment button.
   
   

9. In the Tender drop-down list, choose the refund type (you may need to scroll down the list), e.g.  Refund - VISA 

   

10. When using FrameReady’s credit card interface, enter the Reference number from the original transaction into the Reference field. (Otherwise, it is optional.) Then click the Process CC Transaction button. 

11. Click Done.
    
    The Line Item Window returns.

12. Click Done.
    
    The Invoice file appears.

13. Make a note in the Invoice Note field and include the Work Order number this refund references.
    
    

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