Refund for Customer with no Payment Details on File

[InchysAutoElec]

So I needed to amend an invoice that a customer had made the final payment for. All payments were made via a direct bank transfer. The Invoice was updated with the payments and then changes were made to the job and this needed to be reflected as such.

There were no payment details on file for the customer in the square app so I processed a test refund of a small figure ($5) to see if that would allow me to then edit the invoice and see if a credit would be applied to their account in the app. So far I have been unable to find the $5 refund amount and I am still unable to edit the invoice.

I need to know how to either amend the invoice or how to process a refund that I can then credit to a new invoice with the updated changes.

No money will be changing hands and I don't understand how I would process a refund if no money has passed through the Square app.

Am I able to open a new invoice and with all the required items and information and add the prior payments somewhere so the outstanding balance is $0?

thanks

[Sammie_C · Accepted solution]

Hi @InchysAutoElec, thank you for your post. Welcome to the Community!

I had our Account Services team take a look into this for you and they said they were able to find the Invoice through your Dashboard. (If you would like specifics of that Invoice, please feel free to Direct Message me and I can send that information over a private DM). They said the Invoice was marked as Other Tender, and if you refund the Invoice as Other Tender, then it will reduce the amount for the Invoice for reporting purposes, but not actually exchange funds.

All that to say, so you can process a refund on the Invoice as needed and then reference the credit on the new invoice. They said since you already duplicated the Invoice, you can then Comp the items in the duplicated Invoice as "Paid for." This will then allow an outstanding balance of $0 and you can add any additional work or items that may need to be sent to the customer.

I hope this helps a bit! Please let me know if you end up having any other questions or concerns.