Create Refundable Amounts Using Allocations

Sales have been paid off by any means but Store Credit, but no desire to do a Sales Return. Usually done when customer requested to do a partial payment but a full payment was collected. See Refundable Amount

  1. View the Payment to be refunded.
  2. Choose No for Auto Allocate.
  3. Choose the Allocations to allocate the part to the payment that will not be refunded if a partial refund is to be made
  4. Click Save.
  5. Verify the Refundable Amount in the Account Overview is correct.