Know how to Issue Customer Refund through Gift Certificate

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