Create paid invoice for previous swiped credit card transaction.

[dandemayo]

Hi all,

I had a situation recently where a client paid via credit card on-site at a photoshoot. A few days later, her office decided they wanted to take care of part of the bill by reimbursing her. To do this, they needed a paid invoice. So I created an invoice and marked it paid using the “other payments” option and noted it as paid via credit card. This won’t double up the amount in the reported revenue, will it?

Thanks!

Dan

[Minion]

Hi @dandemayo 

So yes, technically this will show up as revenue on the reports section under "other payments"  Since the invoicing is a payment type in itself, and not just a receipt function.  

You should be able to click the 3 dot "menu" on the right hand side of the invoice in question from Dashboard>Invoices and choose refund.  Then select the reason (returned goods or w/e you choose.  I would also let the company know what is going on just in case they were to get an email stating it was refunded, but I don't believe that they will.  

This should correct the reports issue that you may have. 

[dandemayo]

Thanks for the response. Unfortunately, there are only options to download, archive, duplicate, and share. No way, as far as I can tell, to refund on an invoice.

[dandemayo]

So, on further inspection, all of my other invoices are able to be refunded. Only that one invoice in question doesn't have the option to refund. Which is interesting.

[Minion]

Yeah that is odd, as i was able to create a sample invoice and record payment as "other" and it then let me "refund" it.