Refunding A Deposit

Refunding a Deposit 

1. Check that the Deposit is in the Account that you wish to refund it from.  Do this from the Tenancy record by going to Actions > Deposit Bank Transfer

 2. On this screen whichever Account shows in Transfer out Bank Account is the account that the money is in.  You may need to transfer out of this count if the money needs to be moved into another account to be refunded (please see Helpsheet on Transferring Deposit into a Different Account for help on this)

3. Then on the Tenancy go to Actions > Refund > Add Refund Item

4. Set the Charge Item as Deposit, enter a description and the Amount you wish to refund, then Click OK

5. Select the Refund Type that you will be using to pay the money back to the Tenancy and ensure the correct Bank Account is chosen at the top.  If all other information is correct then click Update


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