Summary

This article shows you how to refund a retail item, package, or service on an invoice.

Before You Begin

You'll need:

• The Can Process Refunds/Returns permission.

Steps

1. Go to the Owner Details page » Invoices tab and find the invoice.
2. Select the Info icon to view the invoice.

   

3. In the Item Charges section, check the Select box to the left of each item you want to refund. The Refund Item(s) button appears at the top of the invoice.
4. Select Refund Item(s).

   

   

5. In the refund window, set the details of the Refund Items:
   • Choose whether to mark the item Returned to Inventory.
   • Enter a Return Reason.
   • Enter the Amount to refund.

   

   Important: The total you enter is before tax. If the item is taxable, Gingr refunds the tax automatically.

6. Select the Payment Method(s) to refund. Choose which of the payment methods used to refund to, and the amount. To add more methods, select Add Refund Method.
7. If you refund to more than one payment method and want to refund all the tax charged to one method, select Refund Tax on that method. If you select nothing, Gingr refunds tax in proportion across all refund methods.

   

   Important: You cannot refund to a credit card if no credit card was charged.

8. Check that the totals in the two steps match.
9. Select Process Refund.

Related Articles

• Refunds and Returns Topic Outline
• Refund & Void Options Reference
• Refund an Invoice to Store Credit How-To