Take a deposit or refund a payment

Take a deposit

1. Open the RO and click Take payment.
2. Switch to Deposit. Enter the amount you're collecting now. Cash, check, or other, deposits are counter payments.
3. Record it. The RO shows the deposit against the balance, and the receipt the customer gets says Deposit received so nobody mistakes it for paid in full.

The remaining balance stays outstanding on the RO until you collect the rest.

Refund a payment

Refunds are owner-only. Front desk can record money in, but money going back out takes the owner.

1. Open the RO's payment history. Every payment is a row.
2. Pick the payment and choose Refund. Enter the amount, up to what's left on that payment. Partial refunds are fine, and you can't refund more than was paid.
3. Confirm. The refund shows as its own row tied to the original payment, and the RO's balance updates.

Refunds recorded here track the money trail inside Pitlane. If the original charge went through a card, return the funds through your processor too.