Credit a clients account from a cancelled Work Order.

Posted by RikPage on October 15, 2007, 12:14 pm

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I have a client who would like to apply the deposit taken from a Work Order
and rather than reimburse them apply it as a credit to their account. How to
do this?
--
Thank you for the help!!

Richard

Posted by Craig on October 15, 2007, 3:52 pm

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Unfortunately there is no way to do it directly from the cancelled work
order. What you'll need to do is cancel the work order and return the
deposit, usually using the cash tender. Then you do a seperate transaction
by selecting the customer, hit Shift-F4 to make a payment to the customers
account. You need to put the amount in as a negative under the same tender
that you used when you cancelled the workorder(usually cash) and as a
positive under the tender that you have tied to accounts. Mine is called
Store Credit.
Craig

>I have a client who would like to apply the deposit taken from a Work Order

> and rather than reimburse them apply it as a credit to their account. How

> to

> do this?

> --

> Thank you for the help!!

> Richard