Amount Out Transaction

[michaelross]

I am trying to figure out how to do a Refund on an invoice.

 

The total amount was 249 and am giving a refund of 200.

 

I changed the invoice amount to 49. Went to Add Payment on the Invoice and there was -200 in the box, but I could not click the Add Payment button.

 

I then went to the Client Profile and went to Transactions. There I could add an Amount Out transaction of 200 to the Invoice.

 

I went to the Invoice summary page and it still says there is a balance of 200 owing on the invoice, like it doesn't count the Amount Out transaction.

 

Am I doing something wrong?

 

Cheers

 

Michael

[WHMCS Andrew]

You shouldn't change the invoice amount after it has been generated.

 

Apply a credit to the account and generate another invoice with a zero value. That should apply the credit to the account balance.

[othellotech]

"Amount Out" on the invoice information is for you to record a refund if handled by an exe=ternal system - for example going to paypal and clicking "make partial refund"