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Refunding Deposits

Available to: Admins, Reservationists
Optional Permissions Required: None
System Settings Required: None

Deposits are not automatically refunded when an appointment is cancelled. If an appointment with a deposit is cancelled, refund the deposit manually. To refund a deposit:

  1. Go to the customer’s profile.
  2. Click on the Orders tab of the profile.
  3. Find the order for the deposit in the orders list.
  4. Click the refund icon in the Actions column.
  5. Review the View Order page. Make sure the refund item and refund methods are correct.
  6. Click Submit Refund.
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