Hi, I am wondering if someone could show us how to refund a customer invoice. I entered the customer payment where customer has overpaid. Now how could I refund the customer? In the legacy system, we could simply open the invoice and hit refund.
We occasionally have a situation where a customer pays up front for a sales order and we have to cancel lines of the sales order. The order gets invoices and the result is an overpaid sales order with a credit balance.
I’m confused as to how to instruct the Reimbursement to pick just that sales order/transaction to refund.
I’ve tried to use the Query to select Customer and Voucher (in the customer transactions table) but the process refunds ALL credits on the customer’s account (which is wrong).