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Refunding a Deposit

A customer can put a deposit down on a vehicle to hold the vehicle. A credit is applied to the customer record. You can refund the money collected if the person does not use the credit at the dealership.

  1. From the Customer page, click the More icon and choose Refund Customer Deposit.

The Reverse a Deposit pop-up window opens.

  1. Click the Select option for the deposit you are refunding.
  2. Type a Comment, and click Refund.
  3. You return to the Customer page and the Customer Credit field no longer appears.