There are some instances where you will need to refund a customer only a partial amount of what they paid in their initial invoice.
Scenario #1: Customer paid for 13 weeks of classes and wants a refund. Their child attended for 3 of the weeks so their refund should only be for 10 weeks. Here is how this should be done:
Open up the original Invoice and click the "R" button next to the item you need to reverse.
In the Shopping Cart, the original 13 classes pops up. You can change the amount in the box to -10 and hit the "Update" button. Then hit Checkout.
Make sure you have the correct person showing as "Invoiced" and that the Partial payment box has the same negative amount as the shopping cart does. NOTE: Not all employees will be able to see the "Partial Payment" box at the bottom of the page. You must have Customer Credit authority in Employee Authorizations.
Decide how you are going to refund the amount to the customer. If Credit Card, then leave payment type as is and type in the card number and expiration date. If check, change the drop down to refund check and type the check number.
Choose whether or not you want to e-mail the receipt to the customer. Check the box if you do not want to send them a receipt.
Write a payment note under the Optional Information section, saying what happened.