Issuing a Partial Refund

In re:Members AMS a partial refund can be issued to return only a portion of the original payment to the customer, rather than the full amount.

Use Case: A customer selected the wrong registration type when registering for an event and overpaid.

To issue a partial refund, a credit must first be created for the entire payment amount. The credit applied to the customer's account will then be used to purchase the product at the correct rate. Then, what's left of the credit can be refunded.

Follow the steps below to issue a partial refund:

Canceling the Invoice

  1. Open the Invoice Record.

  2. Click Cancel. The Cancel Invoice window will appear.

    An image of the Cancel Invoice window.

    1. Select the Cancellation Batch. If one does not exist, click the Add icon to create one.

    2. If the invoice was paid by credit card, the Refund Payment checkbox will appear. Uncheck this checkbox.

      An image of the Cancel Invoice window, highlighting the Refund Payment checkbox.

    3. In the Line Items section, choose all items in the invoice to be canceled by clicking the checkboxes.

    4. Manage the Cancel Quantity of each line item being canceled, as well as the Item Credit Amount and Shipping Credit Amount.

    5. Fulfilled Inventory Items Only: For invoices containing inventoried items already flagged as "fulfilled", a Restock Quantity field will appear. This field can be edited only if a non-zero value is set in the Cancel Quantity field.

  3. Click Cancel Invoice. The full payment amount has now been credited to the customer's account.

Using the Credit to Re-purchase the Product at the Correct Rate

  1. Purchase the product on behalf of the customer.

  2. On the checkout screen under Payment Options, click Apply Credits.

  3. Click the Select Specific Credits to Apply checkbox next to the credit amount.

    An image of the Payment Options section, highlighting the Apply Credits option.

  4. Select the Business Unit and Post to Batch from the drop-down menus.

  5. Click Submit your Order.

Issuing a partial refund from the Credit Record:

  1. Navigate to the Customer Record.

  2. Select the Purchases tab > Credits menu option.

  3. Locate the credit that was used and click Details to open the Credit Record.Follow the steps on the Issuing Refunds to issue a partial refund.