Issue a credit (write-off) or apply a price adjustment to an order

Tags: Refund

You generally issue a credit or apply a price adjustment against an unpaid order balance. If the customer already submitted a full or partial payment, then issue a void, refund, or manual refund. For how to issue a refund, click here. If the credit or adjustment is part of a refund request, then you apply the credit as you go through the refund process.

Note: Void only if it is PENDING in the Merchant account. For more info, click here.

Credits and adjustments are recorded as payments. You can pull up a list of them through the payments report; E-Commerce > Reports >Payments Report.

  1. While viewing a contact record, click on the Orders tab.

     
  2. Click on the name of the order to open it.
     
  3. Click the Add Payment button.
     
  4. Enter the Payment Information:
    • Amount: (Enter the credit / adjustment amount). This amount will be deducted from the remaining balance due amount.
    • Date: Enter the date (usually today's date).
    • Payment Type: Select Adjustment, Credit, or Refund from the drop-down.
    • (Optional) Enter Notes about the reason for the adjustment. Common reasons may include a price adjustment, a courtesy credit for a service issue, etc.
    • (Optional) Apply to Commissions: Select No to prevent the price adjustment/credit from updating referral partner commissions.


  5. Click the Save button to apply the adjustment to the invoice. Note: If you automatically email invoices upon successful payments (E-Commerce > Settings > Orders > Billing section), then the customer will receive an invoice notification when you save the adjustment.
Did this article answer your question?
Thank you for your feedback!
Note! For questions about how to use this feature, please contact our Support Team. To provide feeback on the accuracy of this article, use the form below.
User Icon

Thank you for your feedback!