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    Jen Norman

    How do the credit memos work? Can you apply the balance to a different (linked) member's invoice? Can you take any action, other than hitting the "settle" button and adding a note?

    I'm still unclear on how the "credit invoice" part works, too - is it more like a discount, or like a partial refund?

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    Kinsey Mahan

    Jen - A credit memo should be issued if you need to issue a refund on an invoice that's already been paid. After clicking Refund Invoice, enter the amount of the credit you want to issue, then click Save. That will create a Credit Memo.

    To 'pay' out the Credit Memo, click Settle. Depending on how the invoice was originally paid (via credit card or check/cash), you'll see the option to confirm as an offline or online settlement. Confirming as an offline settlement means you'll send a check/cash or otherwise handle the refund offline. Confirming as an online settlement will automatically issue a credit card refund. Once you've confirmed, the Credit Memo will be marked as Paid.

    I hope that helps!

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    Jen Norman

    Is there a way to edit a registration without having to create a new credit memo? E.g. someone paid their registration fee but hadn't paid the single guest fee (still owed $35). Now they aren't bringing their guest, so I have to remove that charge from the registration, but they hadn't paid the fee yet so there's no money to return.

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    Kinsey Mahan

    Jen - There sure is! I've included a short video below showing the steps you should take. First, navigate to the Submission List and edit the Submission, then deselect the pricing field. When you click save, a modal window will pop up that allows you to create a Credit Memo. In that area, you can click Remove next to the Credit Memo, then save, which will update the submission amount without creating a Credit Memo. Hope that helps!

    edit-submission.gif

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    Jen Norman

    Thanks for the video, I can clearly see what I should do now!

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    Wendy Stoneberger

    When a submission is deleted, will the unpaid invoice associated with it automatically be voided? I thought I had read somewhere that it would, but I'm seeing this is not the case with a canceled reservation and with some test submissions. 

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    Kinsey Mahan

    Hi Wendy - Deleting a submission will NOT automatically void the invoice associated. You'll want to separately void the invoice before or after deleting the submission.

  • Avatar
    Michelle Lui

    Hi Kinsey,

    You mentioned above that "Confirming as an offline settlement means you'll send a check/cash or otherwise handle the refund offline. Confirming as an online settlement will automatically issue a credit card refund. Once you've confirmed, the Credit Memo will be marked as Paid."

    We recently tried to confirm an online settlement for an invoice that was paid by credit card. However, when we clicked on "Online settlement," we received the following error:

    Authorize.net: The referenced transaction does not meet the criteria for issuing a credit.

    Can you please explain what's going on?

    Thanks!

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    Jay Fitzmaurice

    Hello Michelle! For an error that specifically references Authorize.net, I would start by reaching out to them for additional insight. If you still need assistance after that, drop our Help Team a line at help@memberclicks.com; we'd be happy to lend a hand.

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