Dismissing Past Refunds

rmason
rmason Registered User ✭✭✭
I have three refunds from 2015 under my Reminders that I am trying to dismiss.  When I highlight one and hit "Next" it takes me back to my original screen.  Did not want to hit "Batch Dismiss" because I didn't know where it would take me next.  I do have three other refunds in 2020 that are valid which I want to retain.

How do you dismiss the 2015 refunds?  Thanks.

Comments

  • ESS
    ESS Registered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭✭
    @MamaDuke7 Is usually my go-to for situations I'm unsure of. She's pretty much a SL pro; hopefully she's able to advise you on this one.
  • MamaDuke7
    MamaDuke7 Registered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭✭
    edited May 2020
    When you use Batch Dismiss, you can select which refunds to dismiss.  You select the charges (rent, fees, whatever). Then Dismiss Refunds Due.
  • MJV
    MJV Registered User
    edited May 2020
    I came here for exactly the same reason that Mason did and I'm doing what MamaDuke said, but it's still not going through. Any other ideas?
  • MamaDuke7
    MamaDuke7 Registered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭✭

    To Batch Dismiss Refunds:

     

    1.       Select customer(s)

    2.       Select all the fields here, just to be sure you get the right one

    3.       Click Dismiss Refunds Due




    _____________________________________

    To dismiss individual Refunds (once you have selected the appropriate customer)

    1.       Click Dismiss Refund as Unowed

    2.       Select all lines with an amount included

    3.       Put a reason for the refund/dismissal

    4.       Put the method (I just put check and use todays date as the number, easy for accounting that way)

    5.       Click OK


  • rsl
    rsl Registered User
    Now, is there a way to undue a dismiss refunds due? I thought I was batch refunding two security deposits for the same tenant. 

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