Issue a Refund

Created: 10/3/2017

 

Do you need to refund a deposit or any miscellaneous amount? You can with Unit Trac.

The Invoicing & Payments tab in the Customer details gives all the visibility into the invoice items and payments for a customer.  Add, Edit, find out more information, and Modify existing invoice items here.  

Step 1 - Find the payment that you would like to refund;

a. Click the 'Actions' button to the far right and click 'Refund' 

Refund

b. Click on the 'Actions' button to the far right on the Lease Details History and click 'Refund' 

Step 2 - Choose 'Full Refund' or 'Partial Refund' depending on the situation.

Step 3 - Choose if the customer Still Owes for this invoice item, if the invoice item needs to be Struck-through, or Delete the Invoice Item.

Step 4 - Confirm the udpated paid through date and click 'Save'

 

 

Your revenue report will reflect the refund activity as well.

 

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