How do I cancel a layby that has a deposit on it?
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Blue Daisy
Member Posts: 3 ✭
How do I cancel a layby that has a deposit on it? I'm using Reckon Account Enterprise: Retail Edition 2015
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Hi there,
Are you using POS as well?
If so, this thread might hold the answer to your question -
https://community.reckon.com/reckon/topics/how_do_i_cancel_a_layby_that_hasnt_been_collected_and_has...
Let me know,
Cheers
Rav
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Hi Rav,
No I'm not using POS, just Reckon.
Thank you
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so how did you set up the lay-by, Invoice and mark off payments made?0
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The layby was set up through the 'layby / tax invoice tab', and payments are marked off through the 'received payments' tab.0
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If refunding money
bring the invoice back to zero with a note or raise a credit showing layby has been cancelled.
this will leave a credit on the account for the amount of the deposit paid, - go to write cheques and use customer name as payee, down the bottom in the accounts, use Accounts payable and in the name column use customer name again, this will write the deposit back to the customer.
If not refunding
bring invoice back to equal the amount of the deposit paid or issue a credit note for balance of lay-by making sure you make a not on the invoice or credit note that customer failed to collect etc.0
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