We have an order that was marked as a credit card order and a deposit was taken.
Part of the order was shipped that same day and that shipment invoice applied what was required from the deposit (the full deposit was not used). The system then created a UR Unapplied Credit Card Deposit Invoice for the remainder of the deposit that wasn’t used. However, the order is not complete, the remainder of the invoice is due to ship in a couple of weeks. Why would the system push the remaining amount of the deposit to Unapplied? And, what do we do with it? I’m assuming that when the rest of the order ships, the system is not going to apply this credit amount to the shipment invoice and will charge the customer’s credit card for the full amount due.
Should we just be applying this Unapplied Deposit back to the customer’s credit card?
Any thoughts would be appreciated.
Any unapplied cash will be considered as CM by system. You can apply this CM to any open customer invoice(s), in your case when last shipment happens and invoice is made against can be adjusted with this CM.
That is very inconvenient as this is a credit card order. So, when the final shipment happens the system will automatically generate the shipment invoice and then charge the credit card for this shipment not using the remainder of the deposit.
So, I would think that we should issue a deposit credit memo and return the funds to the customer and let the card get charged when the remainder of the order ships.
Regards,
In this case suggest to make advance invoice against the deposit received. On final invoice system auto reduce the advance amount.