How do I Refund part of an SO that wasn’t Allocated?

In a partially Shipped Sales Order, you can refund the linked Deposit balance amount.

  • Refund the Deposit by selecting the option “Refund Balance” on the Customer Deposit.
  • Balance can be refunded from the Customer Deposit Centre or from the Options dropdown in the Customer Deposit.

Now, in order to ship the Item and delete the refund so that the Deposit becomes available by that amount and can be applied to the Invoice, follow the below steps:

  • Navigate to the Customer Refund Centre.
  • You can search by the Customer Refund# in the Customer Refund Centre(so you can copy the Refund# from Sales Order History).
  • Delete the Refund.


Was this article helpful?

Related Articles