Ballentine
Level 1

Payments

Can you confirm that navigating from:

Menu>Sales>All Sales>[transaction]>More (at bottom)>Refund>"Yes"

will give me the option to fill in a partial refund, as implied in that first link I mentioned?

 

I tried a test transaction of $3, but it did not give me the option and immediately refunded (voided) the entire payment. However, it was only for $3, so perhaps there's a minimum threshold before partial refunds are an option. Can you confirm one way or another?

 

Also, the link also stated to navigate through:

Bookkeeping>Transactions>All Sales>[transaction]>More>Refund>Save and close

I haven't found a "Bookkeeping" link/section, so I might be on an entirely different page. Can you please clarify or guide me to the right section?

 

Thank you for all your help.