Refunding a WO Deposit Balance When Billing

Refunding a WO Deposit Balance When Billing

When the customer deposit exceeds the total amount being billed, you can refund/apply the remaining deposit amount in the same step as the billing. To do this, on the billing tab, note the amount of the unapplied deposit and click the Apply Deposits link at the bottom of the tab:

 

When the Apply Work Order Deposits window opens, enter the unapplied deposit amount in the Amount to Refund field. That Amount to Refund plus the Amount to Apply should total the Amount Remaining. Once correct, click the Update icon.

When the Apply Work Oder Deposits window closes, the Unapplied Deposits amount should be 0.00.

If you're closing the work order, click the Close Work Order box and enter the completion date (if different from today) and click Bill/Save or Bill/Print icon and the Refund Choices window will open. If you want to refund the balance to the customer account, choose Other and On Account and click the save icon.

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