Workaround · Billing · Blocks work
Refunding an advance payment on a cancelled order needs a convoluted process
1 source thread · first seen 2018-02
Summary
When a customer prepays and then cancels, the user must issue a dummy invoice, reconcile it, issue a credit and then pay the customer.
- Affects
- finance and billing users
- Workaround
- Issue dummy sales invoice, reconcile against the payment, issue a credit note, then pay the customer
Evidence
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“Currently the process for resolving this is convoluted:”