Could anyone clarify the best practice for refunding a customer under the following circumstances: 1. We created a sales order for several items 2. We billed everything with a Cash Sale to record receiving the funds 3. All but one item was shipped out, one was backordered 4. After 2 months of not getting stock for the backordered item, the customer wants to cancel it. 5. If I create a Cash Refund from the Cash Sale, I am forced to enter the inventory detail of the item being refunded, but it never shipped out in the first place. How would you recommend I complete this refund without affecting inventory?

Set the QTY on the Cash Refund to 0, but leaving the amount.

Or just replace the inventory item with a non inventory item, and set the display name insted

Yep, that that works too. However, we only use that method for lot numbered items, which add another level of complexity to the cash refund.

I'll give those a shot and see the outcome. Thank you!