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Refund an Order Balance as a Credit Refund

Using a credit refund, staff can clear a refund balance on an order and keep the money "on account" to pay other orders for the constituent.

  1. Find the order that has a refund balance.  
  2. Click Edit to edit the order in the order process. 
  3. In the Let's Get Started dialog box, make the appropriate selections.
  4. Click Continue
  5. In What Do You Want to Do?, click the Payment link. 
  6. On Add Payment, click Refund
  7. In the Payment Details dialog box, in Refund Method, select Credit Refund
  8. In Refund Amount, enter the amount to refund. It must be a negative amount and cannot exceed the negative balance on the order. 
  9. Click Save.
  10. Click Submit.
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