Voiding Refund Requests

If a refund request is attached to an invoice in Accounts Payable, you must manually void that invoice in Accounts Payable AFTER voiding the refund request in Tenant Accounts Receivable.

From the Main Menu screen, click TENANTS or RECEIVABLES. The Browse Tenant Leases or Browse Customers screen appears with all current leases or active customers displayed in a table.

Select how you want to order the tenant or customer table from the ordered by drop-down list, enter the search criteria in the search for field and click GO. The first tenant/customer to match the criteria is highlighted in the table.

Highlight the tenant/customer record you want to work with and double-click, or click

. The Tenant Management screen or Maintain Customer Information screen opens with the Tenant Information tab or Account Summary tab selected.

Select the Account Details tab. On this tab you can view all the tenant's/customer's active and inactive accounts and current and future transactions.

Select the customer account to which the refund request you want to void is associated.

Click

on the toolbar, and select “Void Refund Request” from the menu that appears. The Void Refund Request Wizard is initiated. All the tenant's/customer's refund requests associated to the selected account display in a table.

Hint: You can also access the Void Refund Request Wizard from the Account Summary tabs on either the Tenant Management screen (for tenants), or the Maintain Customer Information screen (for customers who are also tenants).

Hint: The non-editable customer name field appears at the top of the screens. Use this to verify that you are entering information for the correct account belonging to the correct tenant/customer.

Select and highlight the refund request you want to void.

Click START to continue.

Specify the date that you want the refund request to be voided and enter a description for the void, if necessary (a default description is already provided for you).

10.

Check the checkbox to print a void ticket after completing the wizard.

Hint: The void ticket that prints by default for the selected account type is maintained in the Setup area of the program. See "Setting Up Account Types"

11.

Click NEXT.

12.

Review and confirm the void information and click FINISH to save and apply the void. The Account Details tab appears again with the voided refund request displayed in the table.

Note: If a refund request is attached to an invoice in Accounts Payable, you must manually void that invoice in Accounts Payable AFTER voiding the refund request in Tenant Accounts Receivable.