Issue Refunds for Customer Deposits

You can issue a refund for a customer deposit you have recorded.

To refund a deposit, complete the following steps:

Go to Transactions > Customers > Issue Customer Refund (Administrator).
On the Customer Refund form, select the customer you want to issue a refund to.
If you use the Multiple Currencies feature, select the currency of the deposit you want to refund. Selecting a currency filters the deposits available on the Deposits subtab.

For more information, see Customers and Multiple Currencies.
Click the Apply subtab.
On the Deposits subtab, you see a list of open deposits from this customer that are not yet applied.

Check the box in the Apply column next to a deposit you want to refund and the check amount is adjusted.
When you click Save, a deposit application is created to apply the deposit to the refund check.

When a refund is recorded, you can view it at Transactions > Customers > Issue Customer Refund > List (Administrator).

When you view a refund, the Deposits subtab shows deposits that were applied.
When you edit a refund, the deposit application is listed, but the Deposits subtab does not show and you cannot edit the refund to change the deposit application.

To change the deposit application, you must delete the refund and enter a new one with the corrected application.

If you refund your customer in the form of a check and checked the To Be Printed box, go to Financial > Banking > Print Checks to print it.