Refund a Deposit (New Version)

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

Instructions

1. Navigate to Facilities > Deposits

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

3. Click Refresh

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

5. 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

6. Click Continue

7. Review Refund Confirmation and click Submit

8. View receipt

Resources

• Set Reported Location for Refunds