1. EverLogic Knowledge Base
  2. Deposits / Payments / Refunds

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 on a card

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

RESULT:  The Amount will now show in parenthesis and a negative line will show in the View Deposit Window.

6. Click Print Receipt on the toolbar

RESULT:  The amount will show in parenthesis in the Deposit List.

 

 

 

 

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