Learn how to enter a direct-to-consumer refund with a change in dollar amount and quantity before the order is shipped.

This process is for entering a direct-to-consumer refund with a change in dollar amount and quantity before the order is shipped. For example, the customer originally ordered two bottles for $200. Now, they are requesting to change the order to one bottle for $100.

1. Create a new order with a price of $100 and a quantity of -1.
2. Make sure the status is Delivered so that the order is not sent to fulfillment.
3. Call your 3PL or fulfillment house to update the order on their side.

The net sales will equal $100, and the net quantity will be 1. If the first order was placed in a different reporting period than the second, you will owe more tax than expected during the first reporting period. You will get the money back in the second reporting period unless your net tax due in that period is negative. If that is the case, the tax due will be rounded up to 0.