Question
How do I delete a customer order, and return or retain a deposit?
Answer
Delete Customer Order
To delete a Customer Order, you will need to navigate to the following screen; Parts > Customer Orders > Customer Orders > Outstanding tab.
Locate the desired Parts order you wish to remove from the system, highlight this with a single click and select the Delete option at the bottom of the page. You will be asked to confirm if you wish to delete the order, at which point you hit 'Yes'.
Refund Deposit
If a Deposit is held on the Customer Order, you will be prompted with the below question;
By hitting 'Yes', we will be refunding the Deposit.
You will then need to select the Credit option. Where you will then need to choose the 'Payment Type' and 'Add Payment', then finally hit 'Accept'.
This will then produce your Credit Note, refunding the customer.
Retain Deposit
Just like before, once we have deleted our Customer Order, we will be asked if we would like to 'Refund Deposit?'.
However, in order to retain the Deposit, this time you will need to select 'No'.
You should not use the Parts > Sales > Credit Note option to refund a deposit invoice. This should be done through the delete customer order process.