Credits and Refunds
Credit notes
Credit notes are created once the order has been completed/invoiced, On completion you have the option to apply credit
There is a few factors which will vary the outcome, you need to decide how you want the credit to be displayed..
Payment History
If the order has been completely paid and you apply a credit refund the refund will not show in the original order screen
A new order xxxxxx.B will be created and only show the payment history in the .B order.
You can remove a payment if you want the payment to be applied to the order .A
Click here to learn about removing the payment process
Below is a preview where the payment has been removed or was not fully paid before the credit order was created.
Order with full payment
This example the order has been paid completely and an item is no longer going to be ordered by the customer, for this example I am refunding the whole amount of the 4 products but you may want to still apply
Options-> Apply Credit
The credit note is then created, You can amend the credit amount if needed (keeping the amount in minus)
You can show which items were refunded by editing the order and removing the products that were still sold and leaving the products that are being refunded
Remove the products that are NOT being refunded, there is no back option so you will have to restart the process if you remove the incorrect line.
Once you have removed the refunded lines you will need to finalise the order, then you will be bought to the order summary screen, yo can change the price (keeping as a negative) if you wish
Note: You can remove an amount in the image below I added a negative 197.54 (10%)
Accept the credit note when you are happy with the order and apply the refund payment.
The original order will not show any new repayments. If the whole amount has already been paid
If the order has not been completely paid, the credit refund will show in the payment total area.
Cancelling an Credit Note
To cancel a credit note in BUZ. Look up the Order Number click on the required Credit Note link
The credit note will open go to → Options → Cancel
Overpayment
If a Customer has paid and order for X amount and then the order is changed to Y amount when you change the order to be Y amount a Dialog Box will appear asking you to "Create" this automatically
- creates an Invoice for the difference between X and Y
- Adjusts the initial payment to be corrected
- Creates a Credit Note for the overpayment
- Allowing you then to refund the difference
IE:
Order 1003691.A is placed for $88.75 with a payment of $88.75 is done
Order amount changed to $80.00 and dialog Box appears
On selecting "Create"
Invoice is created for overpayment of $8.75 on Number 1003691.B
Payment on 1003691.A is changed to be $80.00
Credit Note is created for -$8.75 on number 1003691.C
This all flows to Xero and you are then able to refund the monies
At this point in time this can only be done prior to the Order being Invoiced as once it is Invoiced it is Locked. We hope that a feature will be available in the near future for orders that are Invoiced.
