Full Refund of Cash / Check 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. Close the Invoice / Repair Order
Partial Refund of Cash / Check 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. 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. Select Payment Type and hit Enter
15. Close the Invoice / Repair Order
Related Articles:
Create / Close a Parts Invoice
Accepting / Refunding Credit / Debit Card Transactions on an Invoice or Repair Order