Moving a Payment from One Order to Another
In Rentopian, you can shift a client’s payment from one order to another using the Refund & Store Credit approach. This ensures the client doesn’t receive unintended refund notifications and lets you seamlessly apply the balance to a different order.
1. Refund the Original Payment
Open the Order: Go to the order with the payment in question.
View All Payments: Click All Payments to see the payment record.
Mark Payment as Refunded:
Cash/Check: You can process the refund directly if no actual funds need to be returned.
Credit Card: Click View next to the payment, then select Mark as Refunded instead of issuing a refund transaction. (For example, select a reason like “Moving it to another order.”)
2. Create Store Credit
Open Client Profile: Click the client’s name in the order to open their profile in a new tab.
Adjust Store Credit: Enter the refunded amount (e.g., $89) and note the original order or a reason (e.g., “Moving to another order”).
3. Apply the Credit to a New Order
Create or Locate the Target Order: Make a new order (or open the existing one) for the same client.
Collect Payment: Select the Store Credit option when collecting payment.
Complete Transaction: Confirm the amount to be applied and finalize the payment. The store credit will update to reflect the amount used.
If you have any further questions about moving payments or store credits in Rentopian, feel free to reach out to our support team.