Applying a Credit to an Order
You may need to credit an order when items arrive damaged, service falls short, or a refund is promised after payment has already been recorded. Adding a negative fee balances the order’s totals so that any refund you issue does not leave the order showing an amount due.
1. Identify the Refund Amount
Open the order and determine how much you need to credit (e.g., $100).
If you have already processed a payment refund under All Payments > Refund, note that the order may now show an amount due.
2. Add a Negative Fee
On the order page, click Add Fee.
Fee Title: Enter a clear label such as Credit or Damage Credit.
Amount: Enter the credit as a negative value (e.g.,
-100).Click Add Fee.
The order refreshes, and the Amount Due adjusts automatically.
If prior payments exceeded the new balance, the order will show an overpaid amount, indicating how much to refund.
3. Issue or Finalize the Refund
With the negative fee in place, go to All Payments and process the refund for the overpayment (if it hasn’t been done already). Once refunded, the order should display a $0 balance.
4. Editing or Removing the Credit
Locate the credit fee at the bottom of the order.
Click the trash-can icon to delete it, or edit the amount/title if circumstances change.
Need assistance with other credit scenarios? Email [email protected].