5Hello!
This has been a real problem for me and my team, and I'm hoping for some help. Here's a scenario:
Customer has an outstanding $400 invoice.
Customer pays $800 for the invoice.
$400 is applied to the invoice. Now invoice has a zero balance.
Customer wants $400 refund.
I can make a Debit Memo to zero out the payment on the account, but that doesn't do anything for the bank side. I need to be able to see the $400 refund in the Bank Deposits (in the Financial module) so I can include it with the rest of the credit card batch and everything balances for my bank reconciliation. I have tried a negative payment, but I can't apply that to the positive overpayment, so that does me no good.
This is all outside of the credit card processing procedure. We can process refunds through the third party. We just need to be able to enter into GP. If there were a way to process a partial refund originating in GP, I would like to know about that as well.
Any thoughts or ideas? I feel like we have tried everything, but we must be missing something.
Thank you!
