Refund a Deposit

This article will show you each option for  how to perform a Refund for an Unrefunded Deposit.

Refund (New Version)

1. Log in to Recreation Management

2. Navigate to Facilities tab, and select Deposits

3. Adjust the number of Days Back to view the relevant deposit

4. Click Refresh

5. Click the Refund tool (pile of coins icon) next to the desired Deposit

6. Fill out the 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

7. Click Continue

8. Review Refund Confirmation and click Submit

9. View receipt

Refund/Withhold

This section of the 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. Log in to Recreation Management

2. Navigate to the Facilities tab, and select Deposits
   

3. Adjust the number of Days Back to view the relevant deposit
   

4. Click Refresh
   

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

6. Fill in the available 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

7. Select Submit Refund
   

8. View the Refund Receipt