Returning a Deposit Overage to a Customer Please Note: these steps will not apply for Charge It Pro customers
If a customer overpays on a job, a credit balance will remain and must be handled prior to closing the job completely.
From within the job, in the Deposits tab, you will need to highlight the deposit amount and click Change Deposit
Next to the Deposit amount, in the Adjustment field, type in the exact amount to be refunded - do not enter a negative sign in this field
Click the Update button.
The system will prompt the following: "Return by Company Check?"
By clicking No, the system will record the adjustment and you can then process the refund on the credit card or give back cash
To return the amount by company check:
Only if you need to generate a check to the customer should you click Yes at the prompt to "Return by Company Check?"
If you hit Yes, you will see a second prompt "You chose to refund by Company Check. Are you sure?"
Answering Yes to this second prompt creates a refund Vendor ID in Accounts Payable preceded by an asterisk (ex: *JOHNDOE), and the refund will be created automatically as a payable in Accounts Payable > Open Item Maintenance, making it convenient to select and then issue the customer's refund check.
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