Returning Equipment
Equipment can be returned while making a delivery.
Returning Equipment Manually
- Click Transactions → Rentals/Deposits. Find the rental record you wish to modify.
- Click the return equipment button.
- Click OK in the confirmation prompt.
- Your equipment has now been marked as returned.
Refunding Deposits
Deposits can be refunded when creating a sales order, reducing the overall cost of the sales order.
Refunding a Deposit Manually
- Click Transactions → Rentals/Deposits. Find the rental record you wish to modify.
- Click the refund deposit button.
- Click OK in the confirmation prompt. This prompt will remind you that refunds can be applied when creating sales orders.
- Your refund has been applied.
Refunding in QuickBooks
Deposits refunded on sales orders are refunded in QuickBooks when the sales order is submitted to QuickBooks
Refunding a Deposit Manually
- Click Transactions → Rentals/Deposits. Find the rental record you wish to modify.
- Click the refund deposit button. Click OK in the confirmation prompt.
- In the refund setup page, select whether to export to a cheque or a credit memo. You can always create a reimbursement cheque for a rental; credit memos can be created whenever the business partner for the rental is known. You can create credit memos for all sales orders and for any retail sale with a known business partner. Enter all additional information for the rental refund.
- Select the items that you are refunding with this cheque or credit memo.
- Click Submit Refund to QuickBooks. A cheque or credit memo will be created in QuickBooks.
- Your refund has been applied.