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TOPIC: Credit customer correctly.

Credit customer correctly. 1 month 1 week ago #35732

  • cunni
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Hi all,
Hope you're well.

Got an issue that i've not found a feature that fixes it... (Dolibarr v6)

A customer orders 100 products at £10 a product. Payment taken, Invoice created for £1,000
1 day later, calls back, "I need to cancel 60 products".
We then recreate a credit note for the difference £600.
The credit show the customer has £600 in his account for him to use when he orders next... however the customer isn't ever going to order again and needs the money back.

How do I process the money on his account back into their original payment source via dolibarr?
I know i can refund it back into his account but i need the paper work to show this has happened and its not stuck against his account.

Cheers
Dan.
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Credit customer correctly. 1 month 1 week ago #35733

  • eldy
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You remove the discount created in "available credit for next invoice" for this user so the invoice go back with status "To convert into credit or to refund" and you use the button "Make payment" like you do when your record a payment for a standard invoice.
However, it is possible that this feature is only available with v7 or v8.
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Credit customer correctly. 1 month 6 days ago #35759

  • cunni
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Hi, thanks for the reply.

Yeh im getting the error : "ErrorThisPartOrAnotherIsAlreadyUsedSoDiscountSerieCantBeRemoved" when i try to remove the discount available. It's part of the credit that was in the original AV credit so i can't refund it.

Is there no other option on V6?
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Credit customer correctly. 1 month 6 days ago #35760

  • cunni
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Actually what you said works, but the method is slightly differently worded.

Thanks for the help.
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