Cancelling a purchase and issuing a refund

With Amilia, it is easy to cancel a purchase and issue a refund in a single transaction. For an overview of Amilia client billing, read Managing Your Customer's Billing

There are two possible means of beginning a purchase cancellation:  

  1. In Clients > Accounts, access the customer account by clicking on their name. 
  2. Click on Purchases 
  3. Click on the Invoice button to the right of the purchase you wish to cancel. 

 or  

  1. In Clients > Accounts, access the customer account by clicking on their name. 
  2. Click on Client Billing.
  3. Click on the Invoice that contains the purchase you wish to cancel. 

In either case, invoice detail is now displayed on screen.  

1- Click on Cancel/refund item. 

2- Check the box(es) next to the purchase(s) you wish to cancel, and then specify your credit and refund amounts

​When you cancel and refund, you must specify the credit and refund amounts separately.

Credit Amount: What proportion of this purchase’s value should the client be entitled to get back? This might be the full amount, a percentage of the full amount, or the full amount minus administrative penalties.

Refund Amount:  The actual amount you are agreeing to give back to your client. Amilia will suggest a refund amount, but you can also refund any amount using the 'This Amount' feature.

To fully credit and reimburse a client, you would credit the full amount and refund the full amount.

To leave a credit in the account, credit the client the desired amount, but do not submit a refund

You can also give a partial credit by adding an administrative fee/penalty.

 

3- Once you have configured the correct credit and refund amounts, press and the cancellation/credit/refund will be processed.

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