Perform the following steps to Issue a Customer Refund to a customer through a “Gift Certificate”
- Open the credit memo of the customer
- Create a new Invoice instead of issuing a Refund
- In the Invoice select the Gift Certificate Item
- Select the same ‘Customer’ name used in the ‘Credit Memo’
- A new code will be sent to the email address entered in the Gift Certificate Column
- Save the Invoice after entering all the applicable details
- The Status of the Invoice will be ‘Open’
- Use the ‘Credit Memo’ as a ‘Payment’ for the ‘Invoice’
- Accept the Payment from the Invoice
- On the Payment page, navigate to Invoices subtab of the ‘Applies’ tab
- Check the apply box next to the Invoice
- Navigate to Apply > Credits and check the ‘Apply’ box on the credit memo
- Check the Payment Amount field, change it to $0 and make sure that ‘To Apply’ and ‘Applied’ amounts are equal.
- Save the Payment transaction
