Refund an Invoice to Store Credit

If an invoice needs to be refunded, but is not eligible for a cash refund or the customer would like to do an exchange, it's possible to refund the amount to Store Credit to allow the owner to use the credit towards future purchases. To refund an invoice to store credit, follow these steps:

1. Locate the invoice that you'd like to refund and View it.
   
   
2. Check the Select box next to each line item that the refund should be placed on.
   
   
3. Click the Refund (X Items) button.
   
   
   
   
4. On the refund window, confirm the Refund Amount (pretax) and optionally select a Refund Reason. If the item is a POS item, indicate if the item should be Returned to Inventory.
   
   
   
   
5. Next, select Store Credit as the Refund Method and enter the Amount to refund.
   
   
   
   
6. Click Process Refund to process the refund.
   
   
7. Voila! Once complete, we'll see the refund placed to Store Credit, and see that the amount has been returned to the owner's profile to use towards future purchases!
   
   

Related Resources

• Refunds and Returns Topic Outline
• Refund & Void Options Reference
• Refund a Retail Item, Package, or Service How-To
• Refund a Store Credit Purchase How-To
• Refund a Payment Only How-To
• Add a Refund Reason How-To
• Generate Refund Reasons Report How-To