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Deposits


 

Perform a Refund Deposit

Overview

This article will show you how to submit Withholdings and Refunds.

Instructions

  1. Navigate to Facilities > Deposits
    facilities_deposits.jpg
  2. Select the dollar sign next to an item to initiate a deposit
    select_the_dollar_sign_icon.jpg
  3. Fill in fields
    refund_amount__withheld__payment__and_notes.jpg
    • Refund Amount: Determine dollar amount
    • Withheld Amount: Determine dollar amount, Cost Center, and GL Code
    • Payment Type: Select Cash, User Credit, or Refund Check Request
    • Notes: Enter any additional notes
  4. Select Submit Refund
    select_submit_refund.jpg
  5. View the Refund Receipt
    view_refund_receipt_for_deposit.jpg

Note: You should be able to refund to any of your valid payment types. Refunds may also issue back to a credit card if the initial charge was via credit card. You may also elect to withhold some or all of the fees. Once you initiate the refund/withholding, a receipt generates and is available to email out. That rental will then fall off of the Unrefunded Deposits screen.




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