PLEASE NOTE:
The majority of the contents in this guide apply to both StudioPlus Spectra AND myStratus Desktop.
In most cases, instructions referring to "Spectra" also apply to myStratus Desktop.
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Home > Payments and Refunds > Payment How To's > Refunding a Customer Deposit
Refunding a Customer Deposit

Follow these steps to refund a customer deposit:

  1. Open the client and go to the Summary tab.

  2. Find the deposit in the Financial Transactions list and double-click to open it.

  3. Click Refund This Deposit on the ribbon.

  4. The Refund Customer Deposit window will open.

  5. Complete the Refund Method and Amount.

  6. Click OK when finished. The software will automatically create the refund and a $0 invoice. Both the original deposit and and refund will be applied to the new invoice so no deposits remain outstanding.

     

 



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