How to refund a prepayment

1. From the WebSMARTT Home page, click Customers.
2. Under Customer Management, click Find Customer.
3. Enter information in the search fields and click Search.
4. Click the name or ID of the customer who needs a refund.
5. Click Refund.
6. Select Entire Balance or Portion of Balance, depending on whether this is a full refund.
   1. If you selected Portion of Balance, enter the amount you would like to refund in the Account Cash field.
7. If the default Accounting Date is not correct, enter the correct Accounting Date.
8. Click Apply.
9. A Refund Confirmation screen opens. Review the information. If the refund is correct, click Submit. Click Change if you need to revise the refund information. Click Cancel if you want to cancel the refund.
   1. Check Print Receipt? before selecting Submit if you want a printed receipt for the refund, and then click Print in the pop-up window to print the receipt.

To prevent multiple refund transactions for the same balance, WebSMARTT does not allow a refund for a customer account that has an unapplied prepayment or refund. If a refund is attempted, the user receives the following message: "Refund not permitted. Customer has a prepayment and/or refund that is unapplied."