My program has a glitch whereas I can rarely refund a deposit made on a sales order/work order. Does anybody else have this issue, and is there a solution?

Sometimes I can refund a deposit, most of the time the option to do so is greyed out. Sometimes I am able to go through the motions as if I have refunded the deposit and saved it, however the sales order or work order shows no refund if opened again. There are other glitches with deposits in WO's/SO's as well, balances not changing when prices are changed for one.


Thank you for posting, ksmguitars.

I can help resolve the error you're encountering when you creating a refund for a deposit.

To resolve this, you can run the clean up company data in Point of Sale. This will repair various list damages in POS.

Here's how:

  1. Go to your File menu and select Utilities.
  2. Choose the Clean Up Company Data box and select Compress data
  3. Click the OK after the warning message.
  4. In the Proceed with Cleanup window, select Cleanup and wait until the cleanup ran completely.
  5. If you get an error, run a second clean up with compress data option checked.

Here's more information on this article: Use the Clean Up Company Data utility.

That should fix it. If you need further help or have follow-up questions in performing the troubleshooting steps provided, let me know by leaving a comment below. I’m always glad to help in any way I can.

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IntuitMaryJoy , Community Support Specialist
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