To refund a customer part or all of the advance paid, it is necessary that there is a sufficient balance in the advance folio, i.e. the amount you wish to refund to the customer should not have already been used in a folio with services.
Info of the advance status can be found in the advance folio itself. Here you can track all advance uses and, if necessary, you can void the advance use, if any, before proceeding with the amount refund.
To refund an available advance to a customer, follow these steps:
- Open the advance folio;
- Add a negative payment to the advance folio to the amount of the refunded amount.
- Click 'Return' button;
- On the next screen, you will see the remaining amounts of the advance by tax groups. For each of the tax groups, fill in the amount that is to be refunded to the customer.
- Select the template to be used for the charges in the credit document and confirm through the 'Return' button.
The system will create a correction folio related to the advance advance folio, will charge the services for the specified amount and will issue the respective credit document.
Note: The advance folio does not have separate features for partial and full correction. The 'Return' feature is used to this end.