To remove a order with a deposit applied to it, and to write a refund check for the deposit amount

If you haven’t already read the Sales Overview, see Changing, removing and reversing sales for more information.

Use this procedure only if your transactions are changeable. See What are changeable and unchangeable transactions? for more information.

The order you want to remove should be displayed. If you need help doing this, see To view sales in the Sales Register.

  1. Delete any items, amounts, tax and freight from the invoice. When you’re finished doing this, the amount in the Balance Due field will appear as a negative number.
  2. Click Record.
  3. A message appears, asking whether you wish to record the sale. Click OK.

You’ve just created a transaction, called a customer credit, that indicates that you owe the customer the amount of his or her deposit. In the remaining steps of this task, you’ll write a refund check to the customer for the amount of the deposit.

  1. Click the Settle Returns & Credits button in the Sales Command Center. The Returns & Credits tab of the Sales Register appears, displaying all customer credits currently in your records.
  2. Highlight the customer credit you recorded in step 2, then click the Pay Refund button.
  3. The refund check appears in the Settle Returns & Credits window. Click Print to print and record the refund check, or click Record to record the check.

To remove an order with a deposit applied to it, and to write a refund check for the deposit amount.