Skip to main content

Search

We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Perform a Refund Deposit

  • Updated:

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

 

 

Important Note  

You should be able to issue refunds for 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.

 

Instructions

  1. Navigate to Facilities > Deposits
    facilities-deposits
  2. Select the dollar sign next to an item to initiate a refund
    refund
  3. Fill in fields
    refund deposit fields
    • Refund Amount: Determine the dollar amount
    • Withheld Amount: Determine the 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
    submit refund
  5. View the Refund Receipt
    refund receipt

Comments

Let us know what was helpful or not helpful about the article.

1 comment

Date Votes
  • Becky Jones

    How is the original Deposit made?

     

    0

Please sign in to leave a comment.