Difference between revisions of "How do I refund customer booking deposits?"
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== Summary == | == Summary == | ||
| − | The following article explains how to refund booking and security previously taken for a customer booking. | + | The following article explains how to refund booking and security deposits previously taken for a customer booking. |
== More Information == | == More Information == | ||
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=== Refunding Deposits === | === Refunding Deposits === | ||
Go to {{Menu|{{BH}}|Add or Edit Customer Bookings}}. | Go to {{Menu|{{BH}}|Add or Edit Customer Bookings}}. | ||
| − | * Search for the customer booking you would like to refund deposits | + | * Search for the customer booking for which you would like to refund deposits. |
** Optionally narrow down the search by entering the date of the customer booking at {{DataPrompt|Date from:}} and {{DataPrompt|to:}}. | ** Optionally narrow down the search by entering the date of the customer booking at {{DataPrompt|Date from:}} and {{DataPrompt|to:}}. | ||
** Press the {{Button|Search}} button. | ** Press the {{Button|Search}} button. | ||
| − | ** Highlight the customer booking you want to refund deposits | + | ** Highlight the customer booking for which you want to refund deposits on the list. |
** Press the {{Button|Edit}} button to open the {{DataPrompt|Customer Booking Properties}}. | ** Press the {{Button|Edit}} button to open the {{DataPrompt|Customer Booking Properties}}. | ||
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== See also == | == See also == | ||
| − | * [[How do I | + | * [[How do I take a deposit for a customer booking?]] |
| − | * [[How do I | + | * [[How do I process a customer booking?]] |
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| + | {{KB_Tags|booking, refund, deposits, deposit, security, hire, item}} | ||
| + | {{How}}{{KB_BH}} | ||
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{{KB_Ref|BH95}} | {{KB_Ref|BH95}} | ||
Latest revision as of 05:34, 19 June 2019
Summary
The following article explains how to refund booking and security deposits previously taken for a customer booking.
More Information
 | Booking deposits are deposits that are taken to confirm a customer booking and reserve the hire item(s) for the customer. These deposits are normally used as partial payment towards the booking invoice. |
| Security deposits are deposits that are taken in case of damage or loss of the hire item(s) during the booked period. These deposits are normally refunded on return of the hire item(s). |
Refunding Deposits
Go to " Booking and Hire Add or Edit Customer Bookings".
- Search for the customer booking for which you would like to refund deposits.
- Optionally narrow down the search by entering the date of the customer booking at "Date from:" and "to:".
- Press the [Search] button.
- Highlight the customer booking for which you want to refund deposits on the list.
- Press the [Edit] button to open the "Customer Booking Properties".
- If you want to refund the security deposit(s) following the return of the hire items on the customer booking:
- Press the [Refund Sec.] which is located within the "Deposits" box.
- The "Refund Deposits" window will open showing the security deposits for the customer booking. "Refund?" for all the deposits will be set to 'Yes'.
- If you want to refund a single deposit for another reason:
- Press the [Refund] which is located within the "Deposits" box.
- The "Refund Deposits" window will open showing both booking and security deposits taken for the customer booking. "Refund?" for all the deposits will be set to 'No'.
- Choose the deposit you want to refund and set "Refund?" to 'Yes'.
- At "Payment type:", choose the method by which you want to refund the deposit(s).
- Press the [Done] button and [Accept] the changes to refund the deposit(s).
See also
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