Refund Customer Order Deposits

View Deposit History | Take a Deposit

Pro

When a customer order is canceled, the entire amount on deposit is typically refunded and the order closed.

To refund the entire deposited amount:

1. Highlight or display the customer order.

2. Select I ssue a Refund from the I Want To menu.

The refund confirmation window is displayed.

3. Select Y es.

The deposit receipt Payment screen is displayed with the refund amount listed in the Change column.

4. Move or accept the amount for the change method (cash, credit card, etc.) you will use to refund the deposit and then save/print the receipt.

The change window displays the refund amount and type.

5. You are asked if you would like to close the unfilled order. Select Y es to change the status to C losed or No to leave the order open.

If necessary, you can refund an individual deposit and leave the remainder by reversing the individual deposit receipt from sales history instead. This removes just the deposit amount made on that receipt from the customer order.

Note:

- If you charge a fee on canceled orders, such as a restocking fee, set the fee up as a service item in inventory, list it on the order, and sell it before issuing the refund. This will reduce the deposit balance and the refund by the fee amount. Be sure to follow local regulations regarding handling of customer deposits.

Related Topics

Fill an order (selling items)

Locate a customer order

Delete a customer order

Edit a customer order

Customer order overview