Learn how to enter a direct-to-consumer refund with a change in dollar amount and quantity after the order is shipped.
This process is for entering a direct-to-consumer refund with a change in dollar amount and quantity after the order has shipped. For example, the customer originally ordered two bottles for $200. Now, they are requesting a refund on one bottle because it was damaged or spoiled. You choose to send them another bottle free of charge and refund them for the bottle that was damaged.
- Create a new order with a price of $0 and a quantity of 1.
- Make sure the status is Sent to fulfillment, since you will need to send out the new bottle.
- Edit the original order to reflect the refunded dollar amount.
The net sales will equal $100, and the net quantity will be 3. If the first order was placed in a reporting period that has now come to an end, you may need to file an amended return.