How do I refund or remove a customer deposit on an open sales order?

Important: If refunding or removing a deposit for an order that will be deleted, you must issue the refund BEFORE deleting the order.

If the order is open and the customer wants an immediate credit on their deposit, use one of the following methods.

1. Using the Enter a Customer Payment/Refund/Gift Certificate entry process, you can remove the deposit. Enter a negative amount and use the identical payment type (including credit card numbers) as was used on the order.

2. You can also use the Maintain Customer Deposits routine to refund a deposit before it has been deleted from the system.

If the order is open and you want to issue a credit on a deposit in the form of a check, do the following.

1. Access Maintain Customer Deposits.

2. After you enter the Customer Code, select the Order line from the grid.

3. At the Action field, select Refund, and then indicate the Amount to Take and Reason for the refund.

4. Click the Add button. The system processes the transaction into the Enter Multiple Vendor Invoices (AP Approval) entry program.