Give credit back to customer

[krazos]

Hi,

 

A customer has requested to get their credit back, and sure that's no problem if credit was added once on a invoice. But this customer has added small amounts multiple times, I cant go to every invoice and send it back.

 

How do I send their credit back the easiest and most convenient way?

 

Go to our paypal, "send money to family or friends" add the amount and send it to their email (the one they used to pay with PayPal so I'm sure they have a PayPal account) and then delete their credit in WHMCS?

 

Or is there any other simple way? Would be nice with a button to just "Send credit to customer".

 

Thanks in advance

[brian!]

How do I send their credit back the easiest and most convenient way?

Go to our paypal, "send money to family or friends" add the amount and send it to their email (the one they used to pay with PayPal so I'm sure they have a PayPal account) and then delete their credit in WHMCS?

in your position, that's probably going to be the easiest way...

 

http://docs.whmcs.com/Transactions#Removing_Credit_from_a_Client

 

1. Begin by going to the Clients Summary page for the client you wish to add Credit to
   
2. On the Actions section, click the link "Manage Credits"
   
3. In the popup window that is displayed, click the Remove Credit button
   
4. Enter a reason for removing the credit for your records and the amount of credit to remove (a positive number) and click "Save Changes"
   
5. The credit will be removed from the clients balance and entry shown on the credits list
   

 

Or is there any other simple way? Would be nice with a button to just "Send credit to customer".

there's the Refund Transaction feature where you can refund back to a gateway...

 

http://docs.whmcs.com/Invoicing#Refunding_Transactions

 

... though perhaps that's not as suitable for your needs as you say that you don't want to make multiple minor refunds from multiple invoices - you'd likely have to make one larger refund from one invoice.

[yggdrasil]

This is why companies usually don't allow credit refunds. Its an accounting mess.

 

But I suspect its easy in your case.

 

The customer should have an invoice for the time he uploaded the credits to his account. He paid for them right? If not, why would he ask them back if he never paid for them. So you can just refund that invoice. So if he paid by PayPal a credit upload. Look for that invoice on his account and refund it. It will refund it back to his PayPal account as well.