Starting with version 4.1, the policy for Refunds has been changed.
To make it easier to track payments and refunds, ADI-diary links all refunds to the corresponding invoice.
For this reason 'Refund' dialog box has been moved to the Invoice page.
A new page has been introduced to ADI-diary allowing you to calculate Partial Refund Invoices which will balance your income in the Cash Flow Page, making this an essential tool for every driving instructor.
Issue a Cash Refund
Due to the nature of the driving instructing industry where payments can be taken by both instructors
and driving schools (or a mixture of both),
Holding Amounts have been reserved for driving schools only.
Similarly, instructors use Cash, Prepaid and Top-up invoices.
This draws a definite distinction between invoices which makes Cash Flow easily understandable.
Right click on a lesson that was paid by cash.
Cash lessons do not have icons displayed in the bottom-right corner.
In the popup menu select — Refund selected lesson
The system will ask you to create an invoice for this lesson.
If you click OK then an invoice will be created and a Refund dialog box will appear.
Issue a Partial or Full Refund
Go to Payments menu and click Invoices
To find the invoice, click on the Pupil Name column header.
Select a pupil and click OK
The list will display all the invoices issued to the selected pupil.
find the correct invoice and click Refund.
An easier way to find the correct invoice:
Double click on a lesson.
On the right side of the page click on Invoice Bar.
Click View Invoice.
The invoice will be found and displayed for you. Click Refund.
The easiest way:
Right click on the lesson then select — Refund selected lesson.
This will display Refund dialog box bypassing the invoice page.
Refund Page shows all bookings for the selected invoice.
The page is precalculated but gives you a choice of Partial, Full and Custom Refund.
All future lessons are marked for cancellation.
However, you have the choice to automatically delete lessons which have been refunded.
- Partial refund: ignores lessons in the past and not marked for refund
- Total refund: marks all lessons for cancellation
- Custom refund: enables Refund box allowing you to set the amount and choose the operation (Ignore, Cancel lesson or Delete lesson)