Convert a Deposit to Store Credit (How-To)

Article Details

Summary

To refund a deposit to a different method than the original payment, you must forfeit the deposit first. Gingr then creates a new invoice on the owner's account with a forfeited deposit line. You can refund that line to the new method. If you refund it to store credit, Gingr adds the store credit to the owner's account.

Steps

Go to Owner profile » Deposits tab.
Select Forfeit on the deposit. Gingr creates a new invoice on the owner's account with today's date.
Important: Do not select Refund. The money goes back to the original payment method and you cannot use it for store credit.
Go to Owner profile » Invoices tab and open the new invoice.
Check the Select box in the line items, next to Forfeit Deposit ID.
Select the orange Refund button at the top right of the invoice.
Enter a refund reason in the refund pop-up.
Tip: You can add more refund reasons at Left-hand Navigation: Admin » Refund Reasons.
Enter the amount to refund in the Refund Amount box.
Tip: This can be a partial amount.
Choose a refund method.
Select Process Refund.