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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.

Refund a Deposit (New Version)

  • Updated:

This article will show you how to perform a Refund (New Version) for an Unrefunded Deposit.

 

 

Instructions

  1. Navigate to Facilities > Deposits
    facilities - deposits
  2. Adjust the number of Days Back to view the relevant deposit 
    days back
  3. Click Refresh
    refresh
  4. Click the Refund (New Version) tool (pile of coins icon) next to the desired Deposit
    refund new
  5. Fill out Refund fields
    refund fields
    • Receipt #: Displays receipt number
    • Customer: Displays account name
    • Payment Type: Select the payment type
    • Refund Items: Check the deposit(s) you want to refund
      • Balance Reduction: Enter a dollar amount
      • Refund Amount: Enter a dollar amount
    • Admin Fee: Select a fee
      • Balance Due: Enter a dollar amount
    • Total Credit: Will display overall changes
    • Refund Reason/Note: Enter relevant notes/comments
  6. Click Continue
    continue
  7. Review Refund Confirmation and click Submit
    submit refund
  8. View receipt
    refund receipt

 

Resources

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