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Users can click the third tab in the sales module to view Events (formerly called Rentals).
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The event details are shown in the list, including the event name and reference number on the left side.
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By default, any closed events are not shown, but the user can click the “Include Closed” filter if they would like closed events to be shown in the list.
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The events shown displayed when the page first loads will be any the open events from 90 days in the past through any existing open events in the future. This date range can be changed using the start and end date filters in the upper right corner.
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From here, they can make a payment or refund a payment by clicking one of the buttons at the bottom of the dialog.
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Users will see a similar dialog regardless of which button they click here, but there are a few differences. If “Make Payment” is clicked, users will the amounts for the event payments and the security deposit, with the “Due” amount in bold, so they can easily see how much the customer still owes for the event.
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In each of these dialogs, there is an amount button to the right of the “Event” section and another amount button to the right of the “Security Deposit” section. These buttons can be clicked to add the amount for the payment or refund. Users can enter an amount for the event, or for the security deposit, or for both.
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If the user is completing a refund, they will be taken to the Return Funds dialog when “Refund” is clicked, instead of the cart. The refund can be completed from there. See How to Complete a Refund for more information.
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