Deposits


 

Refund a New Version

 

Overview

This article will show you how to refund a New Version of an Unrefunded Deposit.

Instructions

  1. Navigate to Facilities > Deposits
    Deposits.png
  2. Adjust the # Days Back to view the relevant deposit
    Days_Back.png
  3. Click Refresh
    Refresh.png
  4. Click the Refund (New Version) tool (pile of coins icon) next to the desired Deposit
    Refund_New_Version.png
  5. Fill out Refund fields
    Refund.png
    • 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.png
  7. Review Refund Confirmation; click Submit
    Submit_Refund.png
  8. View receipt
    Refund_Receipt.png



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