The steps to complete Full / Partial Refund of Deposit on Closed Invoice / Repair Order are the same.
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.
NOTE: The original transaction must be used to complete the card refund. The payment industry passes a processing token back to the point-of-sale software, in this case, EverLogic's POS System. When refunding the card, the token is what is actually used to locate the original credit card transaction stored by the processor. This is done to prevent the credit card numbers from being sent electronically, which exposes them to hackers / fraud. Without the token, the credit card cannot be refunded.
Full Refund of Credit / Debit Card Deposit on Closed Invoice / Repair Order
1. Navigate to the the Parts & Service Tab
2. Click Search Invoice / Repair Order
3. Search the Closed Invoice / Repair Order
4. Double-click to open the closed Invoice / Repair Order
5. Click Tools - Copy - Refund Invoice / Return RO
RESULT: A new Invoice / Repair Order will be generated, showing the totals as a negative, in parenthesis.
6. Click Deposit - View Deposit
7. Double-click the Deposit to be refunded
8. Click the Credit Card Button
9. Click the Process Refund of $________ Button
RESULT: Refund process completed will display.
10. Click the Close Button
11. Close the Invoice / Repair Order
Partial Refund of Credit / Debit Card Deposit on Closed Invoice / Repair Order
1. Navigate to the the Parts & Service Tab
2. Click Search Invoice / Repair Order
3. Search the Closed Invoice / Repair Order
4. Double-click to open the closed Invoice / Repair Order
5. Click Tools - Copy - Refund Invoice / Return RO
6. Access the Service Items Tab
7. Double-click to open the Service Job(s) which will not be refunded
8. Click the Remove Service Job Button
9. Click Yes to Remove the Service Job
10. Access the Part Items Tab
11. Select the part(s) which will not be refunded
12. Right-click and select Remove Part / Part Kit
13. Save
14. Capture the Total Amount showing in parenthesis
15. Click Deposit - View Deposit
16. Double-click the Deposit to be refunded
17. Key the negative amount of the refund, from Step 14, in the Amount Field
18. Click the Gold Card Button
19. Click the Process Refund of $______
RESULT: Refund process completed will display.
10. Click the Close Button
11. Close the Invoice / Repair Order
Related Articles:
Create / Close a Parts Invoice
Accepting / Refunding Credit / Debit Card Transactions on an Invoice or Repair Order