Unbooking a Deal

Once a deal is contracted or contracted and booked, this can be reversed. For contracted deals, the system will give you the option to choose Un-Contract Deal, and for booked deals, you will have the option to UnBook Deal. Both options will return the deal to working status. You must be on the deal screen to unbook an account. If you are working in the account, you can get back to the deal from the balances tab by clicking Click Here for Original Deal Details. After you unbook a deal, the system reverses the entries for notes receivable and payments to make sure the figures are net zero. The system will even reverse payments that were made on the account, but it will not automatically refund the customer’s money to the bank if they used an EPS payment method.

1. From the Account page, click the Balances tab.

Loan information displays.

2. Click the Click Here For Original Deal Details link.

The Deal page opens the Worksheet tab by default. The worksheet is locked, and the status is Contracted/Booked.

3. Click the More icon , and choose UnBook Deal.

You receive a confirmation message.

4. Click UnBook This Deal.

You return to the Worksheet page.