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