Overview

This tutorial explains how to refund a locked invoice by using a credit memo

How to Refund a Locked Invoice Using A Credit Memo

1. Edit a locked invoice
2. Click here for a tutorial on how to create or edit an invoice
3. Click the More Actions menu
4. Click the Refund Invoice menu item
5. This option will close the locked invoice and open a new window called a credit memo

How to Enter A Refund

The credit memo includes a list of items from the original invoice with the price for each ordered item from the original invoice appearing as a negative dollar amount. 

1. Remove all of the items from the invoice that are not being refunded.
2. Click the payments tab
3. Click the Add Refund button
1. Enter the desired refund amount and click the save button
4. Click the Save button to save the credit memo

How to Refund a Cayan Credit Card Payment for a Credit Memo

The credit memo includes a list of items from the original invoice with the price for each ordered item from the original invoice appearing as a negative dollar amount. 

1. Remove all of the items from the invoice that are not being refunded.
2. Select the Payments tab
3. Click the Refund Credit Card Payment button
1. By default this will pull up all of the credit card payments a client has made
4. Change the Client if necessary to find the payment to be refunded
1. By default the client will be the same as the client assigned to the Credit Memo
5. Find the credit card payment in question and click the Select button
6. Edit the date and amount
1. The amount of the refund cannot be more than the amount of the original payment or the amount of the original payment less any other refunds that have been made.
   
7. Click Save