There are times when a payment will need to be partially refunded. This may be required to apply a scholarship payment, change payment method, pay a portion of an invoice by a personal card/check, etc. The process varies slightly depending on the scenario.
Credit Card Payment Applied to Multiple Invoices
- Navigate to the Payment
- Click on the Invoice Number of the Invoice to be refunded
- Note the Bill To ID (ID#1) and the Ship To ID (ID#2)
- Go back to the Payment
- Click Refund by Transaction ID
- If ID#1 is not already in the Paid For field, add it to the existing ID
- If ID#2 is different than the Bill To IDs enter it in the Ship To field
- Change the payment amount to the amount to be refunded (must be negative)
- Click Submit
- Apply the negative payment to the appropriate invoice
- Click Submit
Keywords: overpayment, reverse