Proper way to refund portion of order?

[mgaccess]

Sorry if this is a noob question. What is the proper way to refund a portion of a customer order? For example, a customer orders a product with configurable options via credit card for a total of $50/mth recurring. (The product was $40 plus $10 for configurable option.)

 

The customer was only supposed to be charged $5 for the option (per a sales guy). What is the proper process for refunding the $5, change the monthly recurring to $45, without leaving a balance?

 

Thank you.

[ws4210]

I want to know this too

[WHMCS John]

You can make a partial refund using the Refund tab on the invoice, then under the client's products/services tab make sure the recurring amount is set correctly.

[mgaccess]

You can make a partial refund using the Refund tab on the invoice, then under the client's products/services tab make sure the recurring amount is set correctly.

Yes, but if you do that, doesn't it set the invoice to "incomplete" because the invoice will total more than the ammount paid (after the refund)? Do I need to change the actual invoice total as well?

[Matt]

No the order payment status wouldn't show incomplete unless you refund the whole amount.

 

It would show a balance remaining due however unless you altered the invoice items.

 

If you don't like altering invoices once they've been generated and sent then you could refund the partial amount via the gateway, refund the rest to the users credit balance, then create a new invoice for the new reduced amount of the product and apply the credit to it. That way you can have a history of exactly what's been done.

 

Matt