Refund Deposit/Credit window

Displays the customer name selected on the Pick Customer window. Click to view the account name, address, and other demographic information including phone numbers and email. Right-click in this box to copy the email address information to the clipboard.

For accounting purposes, select the location this refund will affect, if different from the default.

Select a tax authority to apply to this invoice, if different from the default.

This box supports F6 functionality; the Pick Tax Authority window opens.

Displays the current date. This value may be changed if necessary.

To quickly enter today's date, press T on your keyboard. To quickly back-date or forward-date by one day, use the Hyphen key (-) and Equal key (=) on your keyboard (alternatively, use the Minus Sign and Plus Sign keys on your keyboard number pad). To quickly back-date or forward-date by one month, use the Page Up and Page Down keys on your keyboard.

This box supports F6 functionality; the Choose Date window opens.

Displays the automatically generated reference number based on system variable NextInvoice. This number may be changed, but must not duplicate any other reference number. This box is optional.

Note: Tri-Tech does not recommend changing this number.

Outstanding Invoice grid columns

Select the check boxes in this column to select one or more invoices to refund.

Displays the invoice number of any credit or deposit outstanding invoices. For outstanding contract deposits, the invoice number is appended with a dash and the contract deposit number. For example, if invoice 1055 is a contract deposit, it displays here as 1055-1.

Displays the date of the invoice.

Displays the description of the invoice.

Displays the total for the invoice.

Displays the total amount available to refund for the invoice.

Enter any notes about this item that will print on the receipt.

This box supports F6 functionality; the Select Comment window opens.