Record a payment or refund
Keep the paid amount right when a customer pays more, or when you give money back.
What you need first
- An order that is not deleted.
Steps
In Preorders, click the amount in the Deposit column of the order. Or open the order with View order and click Record payment.
Choose Payment when the customer pays you, or Refund when you give money back.
Enter the amount and pick the Payment method. For a card or transfer, add the Reference if you have one. Click Save.
What you should see
The paid amount and the balance update, and the payment is listed in Payment history on the order.
Common mistakes
- A payment cannot take the paid amount above the order total, and a refund cannot be more than what was paid.
- A cancelled order cannot take new payments, but you can still refund it.
- Fixing a missed payment by editing the deposit on the order. That is saved as a correction — use Record payment for real money so the method and date are kept.