Accepting / Refunding a Deposit on a Deal

Accepting a Deposit on a Deal

1. Complete the Quote Desking / Deal Form

2. Click the "Take payment", to the left of the Deposit Field

3. Select the Payment Type

4. Key the Payment Amount

5. Click the Add Button

IMPORTANT: Click the Gold Credit Card Button, if taking the deposit with a card.

6. Click Print Receipt on the toolbar

NOTE: The deposit will show in the Deposit Field on the Accounting Panel.

FYI: Payments taken as a deposit are always sent to QuickBooks individually, same day as the transaction is keyed in EverLogic, as Undeposited Funds. Payments, not keyed as a deposit, on a Repair Order or Invoice are sent to QuickBooks on the EOD, the day the Repair Order and Invoice is closed.

Refunding a Deposit on a Deal

1. Access the Deal Form

2. Click the View Payments Button, to the left of the Deposit Field

3. Double-click the deposit to be refunded

4. Go to Copy and select Return

NOTE: The Amount will show as a negative amount.

5. Click the Add Button or click the Gold Credit Card Button, if taking the deposit with a card

IMPORTANT: Refunds on a credit card will be refunded to the original card used. The refund will need to be given in cash, if the original card is no longer available.