{"id":7352,"date":"2021-10-28T14:52:12","date_gmt":"2021-10-28T14:52:12","guid":{"rendered":"https:\/\/certek.com\/kb4\/?p=7352"},"modified":"2023-06-13T16:25:16","modified_gmt":"2023-06-13T20:25:16","slug":"refunding-a-partial-amount-on-a-special-order","status":"publish","type":"ht_kb","link":"https:\/\/certek.com\/kb4\/knowledge-base\/refunding-a-partial-amount-on-a-special-order\/","title":{"rendered":"Refunding a Partial Amount (on a Special Order)"},"content":{"rendered":"\n<p>Sometimes, you might need to refund a partial amount on a special order that has been paid in full, but not yet delivered.<\/p>\n<p>Let&#8217;s use an example: A customer places a special order, but now you realize the order should have been tax exempt or had a discount.<\/p>\n<p>The order must be delivered\u00a0<em>before\u00a0<\/em>the smart return will link to the original sale. Go to the customer&#8217;s purchase history and locate the special order. Press &#8220;<strong>Enter<\/strong>&#8221; on your keyboard to open the sale.<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-11-10_09h49_52.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-7694\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-11-10_09h49_52.png\" alt=\"\" width=\"780\" height=\"545\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-11-10_09h49_52.png 1023w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-11-10_09h49_52-300x210.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-11-10_09h49_52-768x537.png 768w\" sizes=\"auto, (max-width: 780px) 100vw, 780px\" \/><\/a><\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-11-10_09h50_04.png\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-7695 aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-11-10_09h50_04.png\" alt=\"\" width=\"264\" height=\"146\" \/><\/a><\/p>\n<p>Press the <strong>Alt<\/strong> key and the <strong>F3<\/strong> key on your keyboard to copy the sales order to a new screen.<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-11-10_09h50_25.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-7696\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-11-10_09h50_25-1024x705.png\" alt=\"\" width=\"780\" height=\"537\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-11-10_09h50_25-1024x705.png 1024w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-11-10_09h50_25-300x206.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-11-10_09h50_25-768x529.png 768w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-11-10_09h50_25.png 1039w\" sizes=\"auto, (max-width: 780px) 100vw, 780px\" \/><\/a><\/p>\n<p>Change the &#8220;<strong>Special Order<\/strong>&#8221; to a &#8220;<strong>Normal Sale<\/strong>.&#8221; Press the minus key to initiate the return (linking to the original slip number. You can view the original slip number in your open screens section, or click on the magnifying glass to see their past sales).<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-11-10_09h50_59.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-7697\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-11-10_09h50_59-1024x703.png\" alt=\"\" width=\"780\" height=\"535\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-11-10_09h50_59-1024x703.png 1024w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-11-10_09h50_59-300x206.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-11-10_09h50_59-768x527.png 768w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-11-10_09h50_59.png 1049w\" sizes=\"auto, (max-width: 780px) 100vw, 780px\" \/><\/a><\/p>\n<p>Add the items the customer purchased to the sale\u00a0<em>with the correct discount or correct tax. <\/em>Press &#8220;<strong>Finalize<\/strong>.&#8221;<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-11-10_09h51_23.png\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-7699 aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-11-10_09h51_23-1024x707.png\" alt=\"\" width=\"780\" height=\"539\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-11-10_09h51_23-1024x707.png 1024w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-11-10_09h51_23-300x207.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-11-10_09h51_23-768x531.png 768w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-11-10_09h51_23.png 1048w\" sizes=\"auto, (max-width: 780px) 100vw, 780px\" \/><\/a><\/p>\n<p>When you save the sale, as long as smart returns are enabled, Artisan will offer to put the difference back on the customer&#8217;s card.<br \/><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-11-10_09h51_36.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-7700\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-11-10_09h51_36-1024x707.png\" alt=\"\" width=\"780\" height=\"538\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-11-10_09h51_36-1024x707.png 1024w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-11-10_09h51_36-300x207.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-11-10_09h51_36-768x530.png 768w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-11-10_09h51_36.png 1046w\" sizes=\"auto, (max-width: 780px) 100vw, 780px\" \/><\/a><\/p>\n<p>\u00a0<\/p>\n<p>\u00a0<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Sometimes, you might need to refund a partial amount on a special order that has been paid in full, but not yet delivered. Let&#8217;s use an example: A customer places a special order, but now you realize the order should have been tax exempt or had a discount. The order&#8230;<\/p>\n","protected":false},"author":17,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_eb_attr":"","_monsterinsights_skip_tracking":false,"footnotes":"","_members_access_role":[],"_members_access_error":""},"ht-kb-category":[311],"ht-kb-tag":[],"class_list":["post-7352","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-order-status"],"_links":{"self":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/7352","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/users\/17"}],"replies":[{"embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/comments?post=7352"}],"version-history":[{"count":6,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/7352\/revisions"}],"predecessor-version":[{"id":7704,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/7352\/revisions\/7704"}],"wp:attachment":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/media?parent=7352"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb-category?post=7352"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb-tag?post=7352"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}