Deposit Refund

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 be issued 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 is generated and is available to email out. That rental will then fall off the Unrefunded Deposits screen.

Instructions

1. Navigate to Facilities > Deposits

2. Select the dollar sign next to an item to initiate a refund

3. Fill in the 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

5. View the Refund Receipt