Refunding a Cash / Check Deposit on Open Invoices / Repair Orders

1. Navigate to the the Parts & Service Tab

2. Click Search Invoice / Repair Order

4. Double-click to open the Invoice / Repair Order

NOTE: The $25 deposit shows in the payment box on the accounting panel.

5. Click the down-drop menu next to Deposit and choose View Deposit(s)

6. Double-click the deposit to be refunded

7. Click the down-drop menu next to Copy and select Return

8. Click the Add Button

IMPORTANT: Click the Gold Credit Card Button, if refunding the deposit on a card.

NOTE: The $25 deposit shows in parenthesis on both the Deposit Window and Deposit List Window.

NOTE: The $25 deposit also shows in parenthesis in the payment box on the accounting panel.

9. Click Save

10. Proceed to close the Invoice / Repair Order

VIDEO: For additional help on refunding a deposit on an RO, check out this video below:

Related Articles:

Create / Close a Parts Invoice