Refund a Customer – Dealerware

Refund a Customer

Refund a customer for charges executed on a contract. Please note, you need the Accounting permission to apply a balance to an invoice, charge, or refund.

Locate the Invoice

• Select the Contract ID from the Contracts page or the Contracts tab located on the Customer Details page.
• Select the Billing tab on the Contract Details page.
• Scroll down to the Invoice section.

Refund a Full or Partial Invoice Balance

• Select the Edit Invoice button

• Select Add Charge or Credit

• Select the Adjustment Type dropdown

  • Select Credit to reduce the balance

• Select the adjustment Category for proper source of business reporting

  • Note: If tax is preconfigured for a specific charge type, ie: Daily Rate, the tax amount will automatically be factored into the adjustment which can impact the accuracy of your adjustment. You can select Generic Charge to ignore any preconfigured tax consideration for the adjustment.

• Include a description that will appear on the customer’s receipt

• Enter the dollar amount

• Select Add

• Select Confirm to finalize the adjustment

• Scroll back up to the top of the invoice to see the customer amount due. Select Refund to complete the transaction.