Dismissing Past Refunds
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.
How do you dismiss the 2015 refunds? Thanks.
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Comments
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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.1 -
MamaDuke7 Registered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭✭When you use Batch Dismiss, you can select which refunds to dismiss. You select the charges (rent, fees, whatever). Then Dismiss Refunds Due.2 -
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?0
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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
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Now, is there a way to undue a dismiss refunds due? I thought I was batch refunding two security deposits for the same tenant.0
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