When a guest purchases a scheduled package, uses some benefits, and then wants a refund for the remaining amount, the package benefits need to be stopped after the refund, to do this, the package must be marked as closed.
When such a package is refunded and closed, two separate invoices are impacted:
A new invoice (refund only) is created.
On the package sale invoice, the pending amount is automatically added as a custom payment to make the invoice amount $0.
To process package refunds for such scheduled payment scenarios, there is a setting, Add custom payment when closing a package with schedule upon refund.
At the organization level, click the Admin icon and navigate to Organization > Organizations.
Click the Settings tab and expand Packages.
Locate and select Add custom payment when closing a package with schedule upon refund.
Note: This feature is not supported for series packages without scheduled payments.
Click Save.
Consider this example.
Cost of the package = $1200
Installments paid = $300 (monthly instalments of $100 for 3 months).
Pending installments = $900
Guest redeemed = One benefit worth $100
Available package balance = $200
The guest now seeks a refund and wishes to stop using benefits upon refund.
When the package is marked closed upon refund, here are the two separate invoices that are impacted:
A new package refund invoice will be generated for $200 ($300 - $100).
On the package sale invoice, a custom payment is automatically added for the amount corresponding to pending installments that the guest has not yet paid, i.e., $900 ($1200 - $300).
With the change, the final price on the package sale invoice remains $1200 so the historical data is not impacted.