Unpaid balance on an order

Does any knows how to handle credit memos or how to make an adjustment to write off a balance on an order.


One way you can achieve this, is to go in the order, and click the ‘Add Payment’ button, and choose a payment type that isn’t Credit Card (Charge Now) or another indicator for actual payment received. I believe by default, there is a payment type called ‘Adjustment’. You can add more “manual payment types” in your Ecommerce>Settings>Orders options.

If you use this method, you would want to exclude these ‘write-off’ or ‘adjustment’ payment types in the criteria of any revenue reports you run, that report on funds collected.

There are a few ways that our customers handle these situations, and I am betting you will get a few more ideas on this post, shortly. :slight_smile:

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