Editing an Order for a Refund

Editing an Order for a Refund


When issuing a refund on an order, it is VERY IMPORTANT that you follow these steps in this order!!
  1. Edit the order by editing the line item or deleting the line item.
  2. This will result in an Overpayment on the order.
  3. Once the order has an overpayment, then you can Record the Refund.
  4. To record the refund, click on the blue refund button and tell the system how the refund will occur (such as writing them a check, applying an account credit to be used later, or making a credit card refund.)



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