Overview
Note that the following may vary based on your organisation's policies and processes.
If an invoice has been raised incorrectly, or an adjustment needs to be made post-invoice then a credit note should be raised to counter this. The credit note only needs to be sent to a client if they were sent the original invoice.
A refund can be issued if payment has been received and you need to return all or some of the money.
ShowBiz has different types of transactions that (roughly) balance each other out:
Invoice/Credit Note
Payment/Receipt
Overpayment/Refund
Raising a Credit Note against Invoice(s)
Find the relevant Contact
Select the "Sales" tab
Adjust the filter drop-downs for Show and Module if needed, to display the order to be credited
Select the appropriate Order in the left hand list
Click the "Add Order/Credit" button, select Credit Note from the drop-down list, and click OK
Select the type of Order from the next screen (e.g. Membership, Stands etc.)
Select the Order Number from the drop-down list and click OK
Note the Credit Note that's raised, with a reference matching the invoice amount
Creating a Refund for a Payment
Find the relevant Contact
Select the "Accounts" tab
Adjust the "Filter by Show" and "Filter by Module" drop-down lists if needed, to display the invoice to credit
Tick the Invoice(s) to be credited
In the "Post Transaction To" box, set the Transaction Type drop-down list to "Refund" and the Type drop-down to the method of refund (e.g. Cash, Cheque etc.)
Enter the Refund amount
Set the Nominal Code for the Refund (typically the same as the Nominal Code for the corresponding Invoice)
Click the "Post" button