Refunding Boat Sales Deposit To Credit Card

REFUNDING BOAT SALES DEPOSIT TO CREDIT CARD

 

 

Scenario:   Customer cancels deal and would like deposit refunded to credit card.

 

1. Click on the Refunds and Forfeits link on the Bottom ribbon of DockMaster

 

2. Click into the grid and type the Refund Amount then click on the Process Icon at the top of the form.

 

 

3. When returned to Contract, click the Save Icon and a refund form will open asking how to refund – choose OTHER and ON ACCOUNT and click SAVE

 

The refund now resides on the customer’s account as a credit memo.

 

 

 

4. Refunding customer balance back to the customer’s credit card.  
   1. This needs to be done through POS and using the function “Debit Customer’s Account”.
5. From Point of Sale, click the Functions Button and then click the button Debit Customer Account

 

 

6. From the Debit Customer Account form, type the customer id, and the payment amount that you are refunding.  In this example, the customer has a credit balance already, but the refund will only be for the amount refunded from the Boat Sales Contract Click Finish / Pay when done

 

 

 

7. Choose Credit Card pay type   There will be prompts to slide the credit card or enter manually unless this customer has a stored credit card.
8. Click Complete to finalize the transaction.

**If at any point you run into any issues, feel free to email [email protected] for assistance.**