79 lines
3.9 KiB
HTML
79 lines
3.9 KiB
HTML
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<html>
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>Refund Customer Order Deposits</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<style type="text/css">
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/* FORCE ALL FONTS TO 12PT */
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* { font-size: 12pt !important; }
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body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
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</style>
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<style title="hcp" type="text/css">
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<!--
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font.hcp1 { font-weight:bold; }
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span.hcp2 { font-weight:bold; }
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-->
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</style>
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</head>
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<body>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1" style="background-color: #008000;">Refund Customer Order Deposits</p>
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<p class="Help-Text"><a href="so10.htm">View Deposit History</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="so03.htm">Take a Deposit</a></p>
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<div>
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<p style="font-family: Arial, sans-serif; text-align: right; color: #800000;">Pro</p>
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</div>
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<p class="Help-Text">When a customer order is canceled, the entire amount on deposit is typically refunded and the order closed.</p>
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<p class="Help-Info-Line">To refund the entire deposited amount:</p>
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<ol>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Highlight or display the customer order.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select <span class="hcp2">I</span><font class="hcp1">ssue a Refund</font> from the I Want To menu.</p>
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</li>
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</ol>
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<p class="Help-Indent">The refund confirmation window is displayed.</p>
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<ol start="3">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select <span class="hcp2">Y</span><font class="hcp1">es</font>.</p>
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</li>
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</ol>
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<p class="Help-Indent">The deposit receipt Payment screen is displayed with the refund amount listed in the Change column.</p>
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<ol start="4">
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<li class="p-Help-Steps">
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<p class="Help-Steps">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.</p>
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</li>
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</ol>
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<p class="Help-Indent">The change window displays the refund amount and type.</p>
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<ol start="5">
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<li class="p-Help-Steps">
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<p class="Help-Steps">You are asked if you would like to close the unfilled order. Select <span class="hcp2">Y</span><font class="hcp1">es</font> to change the status to <span class="hcp2">C</span><font class="hcp1">losed</font> or <font class="hcp1">No</font> to leave the order open.</p>
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</li>
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</ol>
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<p class="Help-Text"> </p>
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<p class="Help-Text">If necessary, you can refund an individual deposit and leave the remainder by <a href="../qbpos_recording_sales_and_returns/receipt1012.htm">reversing</a> the individual deposit receipt from sales history instead. This removes just the deposit amount made on that receipt from the customer order.</p>
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<p class="Help-Text"> </p>
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<p class="Help-Heading-2">Note:</p>
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<ul>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">If you charge a fee on canceled orders, such as a restocking fee, set the fee up as a <a href="../qbpos_inventory/inven_service_items.htm">service item</a> 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.</p>
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</li>
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</ul>
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<p class="Related-Topics">Related Topics</p>
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<p class="Help-Text"><a href="custorder_filling.htm">Fill an order (selling items)</a></p>
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<p class="Help-Text"><a href="../qbpos_basic_procedures/navigation_find/basic_find_layso.htm">Locate a customer order</a></p>
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<p class="Help-Text"><a href="so15.htm">Delete a customer order</a></p>
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<p class="Help-Text"><a href="custorder_edit.htm">Edit a customer order</a></p>
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<p class="Help-Text"><a href="custorder_overview.htm">Customer order overview</a></p>
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</body>
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</html>
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