To cancel a purchase and give a refund, click on the client's name in the Clients>Account or Clients>People subtab.
In the client's account, click on the Purchases or Client Billing page.
Next, click on the invoice that has the purchase to cancel. You must expand the invoice to view the invoice details.
Next, click on Cancel/Refund items.
About the Credit Amount
What proportion of this purchase’s value should the client be entitled to get back? This might be the full amount, a percentage of the full amount, or the full amount minus administrative penalties.
You can give a partial credit when you Add an administrative fee/penalty. Be sure to apply the appropriate ledger code to this fee.
❗ When you credit an amount in percentage %, applied discounts are adjusted according to the percentage. However, multi-person and combo discounts are excluded from this rule...they are always credited 100% and only reapplied if the invoice still meets the discount criteria after your changes. Always check the client's balance after you're finished to make sure the account balance reflects the credit you applied.
About the Refund Amount
The refund amount is the actual amount you are agreeing to give back to your client.
To fully credit and reimburse a client, you would credit the full amount and refund the full amount.
To leave a credit in the account, credit the client the desired amount, but do not submit a refund.
Note that you may refund eCheck payments partially or in full with AmiliaPayment. If you are with Cardconnect, you can only refund an eCheck payment in full. An eCheck must be fully processed before it can be refunded. This can take up to 10 business days.
If you chose to refund a client directly onto their credit card or eCheck, you'll notice a status next to the refund. The client's Current Balance will stay positive while the refund has the "Processing" status.
