GymbaROO CMS – How to edit an invoice

Today we are looking at how to edit an invoice for your customers, and also apply a refund.

This guide covers how you can change an amount they are paying you, so that it records the different amount on the website (as well as show the adjusted amount on their receipt).

Example scenario

A parent, Trevor, has enrolled his child into one of your classes, and he has been invoiced. Belatedly he decides to enrol a sibling. The new enrolment process generates a second invoice, but you have a multi-enrolment discounts that needs to be applied (10% off for the second child).

The amount on the second invoice needs to be changed to reflect this discount.

How to edit your invoice

• You first need to change the amount Trevor owes you. You do this by changing the invoice amount on the payments page next to Trevor’s invoice (720) click the “EDIT” button.

• You will be presented with a “PAYMENTS” screen, which shows the full amount of A$230.

• Change amount to A$207 and click “SAVE”. This updates the invoice total.

How to apply a refund

• Now you now need to refund the difference between the two invoice values of A$230 and A$207 – which is A$23.
• Fill in 720 as the invoice and A$23 as the amount and click “submit refund”.