Create Credit Refunds/Invoices

If you'd like to refund a credit balance invoice for a customer, go to Income -> Payments -> Refund Credit. You can search by customer, and the a list of credit balance invoices for the customer will be displayed. You can choose the amount for each invoice to refund. Then select Pay How (Cash, Check, Credit Card, or ACH/EFT). When you choose Credit Card, a Refund To Card selection appears listing the original approved card transactions NolaPro found for those credits (card type, last 4 digits, original amount, date, and transaction ID). It defaults to Record Only, which simply records the refund without contacting the processor. Selecting one of the listed transactions sends the refund to the card processor so the money goes back on the customer's card. See the Process credits to a credit card article for more detail on card refunds.

If you'd like to apply a credit balance invoice against a different invoice for a customer, go to Income -> Payments -> Enter Payments. You can leave the Amount blank or 0. Click Next to see a list of all open invoices. Enter a negative Amount Paid for the amount to be taken from the credit balance invoice, and enter a positive amount for the invoice you'd like to apply the credit against. Click Save when done. This will transfer the credit from one invoice as a payment towards another.

You can create a credit invoice by entering a negative line total for the amount of credit a customer is owed (Income -> Invoices -> New Invoice).

You can also create a credit balance invoice by entering a payment for a customer (Income -> Payments -> Enter Payments) that is more than is due, then click the Create Overpayment checkbox before saving the payment. The excess payment will be applied against a blank invoice creating a credit balance.