A customer is making payments by credit card on an invoice, let's say $100 Invoice and they are making $10 payments each month. Customer uses the "wrong" credit card for a payment and asks for a refund so they can pay the $10 that month with a different card.
I called Merchant Services and they walked me through a refund of the charge on the Merchant Services platform of $10. That was successful to get the money back to the customer. However, nothing is reflected in QB.
I tried to use the Refund/Credit Memo function and adjusted the amount to $10 and gave the excess as a refund to customer and Unchecked the "process payment" option. It is visible on the customer account records, but is not linked to the invoice (i.e. the invoice does not reflect that we refunded $10 to the customer). Also, this process returned this item to inventory, which is not accurate.
Has anyone else accounted for a partial refund to customer that will be reflected on the invoice successfully?
Many Thanks,
DanBu
