ITS NOT JUST REFUNDS... IF YOU OPEN UP A CASH SALE, AND OVERRIDE THE PAYMENT METHOD AS CASH (BECAUSE CUSTOMER IS IN-ATORE AND PAYING CASH) IT WILL STILL CHARGE THE CUSTOMERS DEFAULT CREDIT CARD.... Yes caps are annoying, and so is the task of tracking all "cash" sales since the upgrade and refund the card.

See post 2 - it happens for purchases too

I tried to refund a pony recently. Still charged my card... Tom, have you noticed this in your account or is cash not a payment you deal with.

Your Customer Care Case # is 1132466.

Would have to challenge the use of the word 'easily'. In my one experience on this it took two weeks to have it reinstated. Which is far easier than something that takes several months...

Exactly. Use cash as the payment method for the refund and for the purchase of the gift certificate!

We use cash refund. Then we purchase a gift certificate with the refund amount. Either way works.

Setup>Company>Printing, Fax & Email Preferences On the Email tab, in the Transactions area, there is a field to cc an email address on transaction emails.

In the meantime, I discovered this nifty little trick. Pressing CTRL and P simultaneously prints the contents of your screen to your printer!

Set up a non-inventory item called "refund" or whatever. When you need to refund a price, refund against the sale but delete the item and use the non-inventory item instead. OR Change the item quantity to zero on the refund and change the price to whatever you need - that won't affect inventory then.

You can use "0" as a refund amount though. Would that fix it?

Unless I'm misreading this, it should be the "Transactions" sub-tab on the "Sales" tab

ha ha - just beat me to it!

Under the financial tab of the customer record you can set the default tax category. I suppose you could run a script to set this based on the category selected.

That's what we do.

It's as smart as your scripting abilities.

Let me ask this.... do you sell item A, B or C separately? If not, you should probably set it up as an inventory item rather than a kit. You can change the purchase description and the sales description to show exactly what needed.

It would seem to me that having them set as 2 separate items would be best

So... you think maybe a clove of garlic would do the trick? Or is this more of a silver bullet situation? :) Glad you have a sense of humour Dylan Good luck with your undead removal case...

http://en.wikipedia.org/wiki/Bal-Bal

create a non-inventory item. "Miscellaneous" should do the trick. Then you can type over the description at transaction level so you know what it's for when looking back.

Have you thought about gift certificates? We refund to "cash" the breakage and then "purchase with cash" a gift certificate for them.

Not if it falls outside our returns policy - >30 days=refund {} 30-90 days=credit

It has always functioned like that. Any past invoices that need to be re-emailed you have to edit the invoice and adjust the email address on the messages tab.

You can add them to the Billing stage or edit the purchase order I suppose.

What is EDI?

Are you clicking "Save" or "Save and email" on the sales order form?

You're more likely to get a helpful response if you post your threads once instead of 3 times. It takes up valuable real estate in the usergroup email. 2 other posts missed out because of that

Not sure but I have found that the "location" of the kit can sometimes cause this. We fulfill and bill anyway, as long as we are comfortable that there is stock.

Same happened to us the day after our upgrade 2 weeks ago. By the look of it it happened to most people after their upgrades. You'd think that the first fix would have worked for all future upgrades but I guess not. I hope they fix it soon for you.