Apply a partial refund to an invoice

1. From the navigation bar, click Enterprise>Admin>Invoices.

   The Invoices page opens.

   

   The Invoices page lists all the invoices in SilkRoad Learning. From this page, you can view invoice properties on the Invoice Properties page and add payments and refunds if necessary.

2. For the invoice you want, click and then click Properties.

   The Invoice Properties page opens.

   

   The Invoice Properties page shows details about a specific invoice. On this page, you can add payments and apply any refunds if necessary.

   Fields

   Invoice #: Display-only field that shows invoice number.

   Invoice Date: Display-only field that shows invoice date.

   Student: Display-only field that shows student name.

   Billing Information: This section contains billing information of bill-to person, including first name, last name, billing address, phone, and email address. You can change information in this section if necessary.

   Course Catalog Items: Display-only section that shows course catalog items that are billed on the invoice.

   Sub Total: The subtotal cost of course catalog items on the invoice.

   Total: The total cost of the course catalog items on the invoice.

   Comment: Optional field where you can enter comments to appear on the invoice.

   Add Payment: Click this button to manually add a payment.

   Refunds: Click Add to add any refunds to the invoice. Refunds appear in the Refunds table.

   Total Refund: Display-only field that shows the total dollar amount of refunds.

   Balance: Display-only field that shows invoice balance. (Total amount - payments - refunds)

3. Below the Refunds table, click Add.
4. On the Refund page, uncheck Refund Entire Invoice.
5. Below the Invoice Items table, click Add.
6. On the Invoice Items page, click Search, select the invoice item (a course catalog Item) to refund, and click Confirm.
7. (If applicable) To automatically process credit card refund, select (check) Automatically Process Credit Card Refund.
8. (If applicable) To cancel the student out of training, select (check) Revoke Training.
9. Click Add.
10. On the Invoice Properties page, click Save.