Credit part of an order

In Heyquip: Orders > All orders

You will have the item's line removed from the order, and a credit to bill if the item was already invoiced.

Steps

1. Open the order and find the line for the item you want to credit.
2. There are two ways to proceed

   • Click the arrow beside the status and choose Cancel (this will keep the item’s history on the order).

   • Click the arrow beside Edit, then choose Delete (this will erase the item’s history on the order).

      

When you finish, the line is gone from the order. If the item had already been invoiced, deleting the line creates a credit. Bill that credit, then apply it to the original invoice with Apply an account credit to an invoice, or refund it with Refund a customer.

Good to know

• Invoices are static and can't be changed. Crediting items, rental time, transport, fees, or a whole order always starts on the order.

Related tasks

• Credit an order in full
• Credit part of a rental
• Credit a sale item
• Apply an account credit to an invoice
• Refund a customer