Sales - Event Deposit Partial Refund
Article Contents:
If the total amount of Deposits for an Event ends up exceeding the Total Amount of the Event, Users can now Refund a portion of an Event Deposit so that the Total Amount of the Event equals the Total Amount of Deposits that have been made against the Event.
Step-By-Step:
Step 1: Navigate to the Sales Module. Access the main dashboard of Club Caddy and select the "Sales" module.
Step 2: Search for the Event for which a partial refund is needed. Click on the "Action" button next to the event. From the dropdown, choose the "Refund" option.
Step 4: The "Order Detail" window will be displayed. Use the checkbox to select the items that require a refund. Input the amount to be refunded in the designated field.
Step 5: Click Refund. The system will then register the refund. It will be reflected in the sales records as a negative value, indicating a return of funds.
Related Articles
Register - Event Deposit
Article Contents: This article contains a step-by-step guide on how to enter a deposit for a particular event. Step-By-Step: Step 1: On the REGISTER (1) module, Click on the TOOLS (2) tab. Step 2: Click on the choice of Event: Banquet Deposit, Golf ...
Register - Event Final Payment
Article Contents: This article contains steps for making a final payment on an event. Step-By-Step: Step 1: On the REGISTER (1) module, Click on the TOOLS (2) tab. Step 2: Under the EVENT FINAL PAYMENT section, click and choose an event type to make ...
Register - Creating a Refund Voucher
Article Contents This article contains information about how to create a refund voucher. Step-by-Step: Step 1: On the REGISTER (1) module, Click on the TOOLS (2) tab and click on the Refund Vouchers. Step 2: The system will open a GENERATE CREDIT ...
Register - Voucher Deposit from Register
Article Contents This article contains step-by-step instructions on how to do Voucher Deposit from Register. Step-by-Step: Step 1: Click on “Register” in the header tab, then click on the “Tools” tab. Step 2: Select the “Voucher Deposit” option. A ...
Credit Books - Deposit and Distribution from the Register
Article Contents This article provides users with a step by step guide on depositing and distributing credit to credit book accounts from the register module. Step-by-Step: Step 1: On the Register screen, click on the "Tools" tab. Step 2: Scroll ...