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:
Highlight or display the customer order.
Select Issue a Refund from the I Want To menu.
The refund confirmation window is displayed.
Select Yes.
The deposit receipt Payment screen is displayed with the refund amount listed in the Change column.
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.
You are asked if you would like to close the unfilled order. Select Yes to change the status to Closed 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.