Can someone advise how to refund a customer payment to allow payment via a different method? I can see the steps outlined as shown below:
1.From the Customers menu, choose Create Credit Memos/Refunds. In the Customer:job field, enter the customer name. Choose the item and enter the amount. Select Save & Close. In the Available Credit window that appears, select Give a refund then choose OK. In the Issue a Refund window, enter the amount and select the appropriate payment method for the refund.
2.Make sure Process credit card refund when saving is: Checked: If the payment still needs to be processed online. Unchecked:
3. If there is no need to process the payment online or if it has already been processed. Select OK.
4.Delete the Credit Memo associated with the refund. This will un-link the two transactions. Locate and double-click the Credit Memo. On your keyboard, press Ctrl+D. Select OK when you get the Delete Transaction prompt.
5.Go to the original payment, uncheck the invoice and check the refund. This will link the payment to the refund and leave the invoice open. Pay the original invoice using the replacement or new payment method. However, it is not clear what item I should use when creating the credit memo in step 1 (see bolded text above). Can someone advise?
Thanks,
Michael Trotz
