Hi Sharan,
no financial accounts just seemed to be the most promising solution by now. May preferred solution would close invoices in status "Paid".
The return invoice with 2 payments:
1) 200 $ to the customer
2) 800 $ to customer credit
Right now, it looks like I have to "write off" the return invoice to keep the amount on the billing account - yes it would be easier. Using financial accounts I am currently playing around with two custom payment types "customer refund to credit" and "customer payment via credit". The first adding the amount to the financial account (Store credit account) the other one reducing the amount. On the invoice I see two payments - one to the customer (customer refund) and one to the financial account (customer refund to credit).
I have not used billing accounts for more as keeping track of payments, invoices and orders by now. Can you think of a solution I don't see right now?
Thanks a lot for your valuable input!!!
Best regards,
Ingo
-----Ursprüngliche Nachricht-----
Von: Sharan Foga <
[hidden email]>
Gesendet: Mittwoch, 21. März 2018 22:06
An:
[hidden email]
Betreff: Re: Outgoing payment to financial account?
Hi Ingo
Is there a reason why you need to use a financial account for this? Or will a billing account do? (Because at first glance it sounds like billing account might be able to do this easier than a financial account.)
Thanks
Sharan
On 2018/03/21 15:25:26, Ingo Wolfmayr <
[hidden email]> wrote:
> Hi,
>
> is it possible to have a "customer return invoice" with an outgoing payment to the financial account as a customer credit. I have the following case:
>
> - Invoice 1000â,¬
> - Incoming Payment 1000â,¬
>
> - Return Invoice 1000â,¬
> - Outgoing Payment 200 â,¬
> - 800 â,¬ should stay as credit as a new invoice for the customer has been created with 800â,¬ to be paid.
>
> The return invoice cannot be closed until the outgoing payment matches the invoice amount - same with the 2nd invoice.
>
> Thanks for any hint!
>
> Best regards,
> Ingo
>
>
>
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