Returning a Deposit on a Work Order
If you need to return a deposit on a work order, open the Sales Order Entry window.
To return a deposit on a work order:
1 Select Work Order from the Transaction Type drop-down.
2 Enter the customer’s number.
3 Click Deposit in the lower right corner.
The Sales Transaction Closeout window appears.
4 Click the Return Deposit button.
Click thumbnail for larger view of image.
5 From the Lookup that appears, choose the deposit you want to return. You will be returned to the Sales Transaction Closeout window.
The refund amount will display in the Amount field.
6 Click Done to finish the return.
NOTE: You can also get the status of a deposit using these steps. Instead of clicking the Return Deposit button, click the Deposit Status button. You can view the previous deposits and the net amount in the Sales Deposit Status Lookup window that appears. |
Published date: 11/22/2021