I had to issue a refund because client wanted to use a different method of payment. I thought it would be a very straight forward process, but turned out it’s not very intuitive at all for both myself & client.
Here’s what I was told I had to do;
- Once a refund is issued, the amount is NOT put back into the original invoice. Meaning, the system doesn’t recognize a refund has been issued, and it still thinks the payment has been made.
- I had to create new service item in the contract, with the same total amount as the refund. In order for the system to recognize the new balance.
- So now client has this random charge on the invoice, the have to re-sign the invoice/contract as well.
Shouldn’t the system recognize the refund and just change the still-owed amount on the contract? Seems like the easiest, most intuitive way.
