How To Refund Customer Manually On Old Version of Wave
Ferida
Member Posts: 5
Hi @Alexia,
I'm having difficulties on this. My situation is:
1) Customer Paid an invoice with credit card.
2) I had to refund customer through bank transfer months later & figures don't matched due to currency exchange and also I just need to refund approx. 90% of the total invoice.
3) I tried the methods discussed previously;
a) Locate the invoice
b) Remove the payment made 3040.85
c) Add Income on Transaction - Refunded Customer -2777.29 and created Payment Invoice
d) Add payment again on the Invoice 3040.85 - the payment I removed previously
e) Now that Invoice is due 2818.19?
Please assist me.
0
Comments
Hey @Ferida. Although not ideal, I do have a different workaround/solution that might be better fitting in this particular situation. My suggestion is that you create a separate invoice for this client with a negative amount line item (label it as refund) for the total that needs to be refunded for the client. From there, you can create a negative income transaction in Wave and categorize it as a payment for the particular invoice that you just created.
This will allow you to keep the original payment in your accounting, as well as show the refund that happened.
Hi @JamieD,
This works for me! Thanks for your kind help. Appreciate it.
Regards