Can Actinic do Refunds?

[Hendrik]

Have searched the online help but can't see any mention of whether I can do a refund in Actinic.

If someone returns an item, and I refund their money, it would be good if I could let Actinic know about this, so that the totals at the end of the month were correct.

Can it be done?

Hendrik

[Jan]

Yes, you have to go into the payments and progress tab of the order details and enter a new transaction for the amount refunded. The amount paid will then be adjusted. You should also either cancel the item that has been refunded (on the order lines dialog) or enter an adjustment with the appropriate tax code against the order, so that the order totals match the amount paid.

Regards,

[fleetwood]

Accounts wise, it is not always a good idea to go back and amend the original order, as the sale and refund may be made in different accounting periods, and Actinics inbuilt reporting system isn't too sophisticated.
If you change an order after you have already printed your accounts reports for that period, your accounts will be out.

You can always enter a new order for a zero priced item (stored in a hidden section).
Deliver this item (taking care to enter your own email address rather than the customers, so they don't receive a confirmation email - unless of course you want them to).
Then add a negative adjustment for the amount of the refund as per Jans post.
Go to payments, and the default new payment will show the refund.

This will result in the sale appearing in the month the sale was made, and the refund appearing in the month the refund was made.

When performing such a transaction, we have a payment method 'OFFICE USE ONLY' set up (adapting an unused 'pay by cheque' or similar method), to allow us to avoid entering any credit card details.