Invoices: Apply a Refund

The DistributorCentral order management system allows you to apply a refund to an invoice that has been paid or marked as paid. 

Open the order that needs the refund applied, then you can apply the refund to a customer invoice using the following steps:

  1. You can either do a search for the order number from your home dashboard, or click the Recent Orders link in the orders box
  2. Click on the order number you need to edit
  3. Scroll down to the Customer Invoice section
  4. Click on Record Payments/Credit
  5. Enter in the amount of refund/credit
  6. Choose "Credit / Refund" for the transaction type
  7. Select the type of processing you need under the Merchant Account Processing box BEFORE submitting the refund
  8. Click Submit

When you go back to your Order Summary page, you will see the refund applied to the Customer Invoice