a Refund option in the financial section.
When a client prepays but was covered under warranty we need to refund customer. We could add the payment from warranty company & payment from the client but don't have a refund option to offset the overage.
Kaui Self
shared this idea
Good news! You can add credit memos to JobNimbus in order to track refunds like these. We have a handy article that will walk you through some of that, which you can find here: https://support.jobnimbus.com/hc/en-us/articles/115001912146-Accepting-payments
If you have further questions, please contact support@jobnimbus.com or call 855-964-6287.
Enjoy!
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Kaui Self
commented
Not closed. The customer was refunded outside of Jobnimbus and we need to reflect a refund was given for record keeping. Credit Memo will not work because it will then show that the client has monies available to utilize which is not the case. In this case, warranty covered the expense so voiding the invoice wouldn't be ideal either since payment was made. We just need to document that the client was refunded for their initial payment.