How to Handle Returns in Express invoice?

[saurabh_das]

Hi All,

 

I have Express Invoice 3.76. I have a business which provides services over the phone (tech support). We deal with customer refunds often and I do not know how to deal with them in Exp. Invoice. Please suggest.

 

Saurabh

[djakober]

Hi,

 

1) Issue a credit note - it doesn't matter if you have a paid invoice against the customer or not, but you must have a customer account setup at the least.

2) Enter a negative payment for the customer. This negative payment amount should default correctly when you create the payment if the customer has a negative balance now based on your issuance of a credit note.

 

So now for the customer statement you should show a paid invoice and a payment from the customer against the invoice (or not if you are only processing refunds through EI), a credit note for the amount of the paid invoice, and then a negative payment against the customers account. The customer now has a zero balance (barring other activity against the account).

 

DJ