Refund & Cancel Marked Contracts

This is a new batch function for users on 2.8.1 and above and it does exactly what the name states. You mark the contracts and BookMan goes through them refunding each payment made on the contract and then changes the status to Cancelled. Even if you don't have numerous contracts to cancel at once it's nice for even one contract that may have multiple payments... saves you from having to manually refund each payment.

This batch will also save an export for you to review after the batch has been run, that way you can compare and also keep for your records.

Once these contracts are cancelled you can then use the Make Adjustments to Marked Contracts batch. This batch allows you to write off money on an account and gives you options to decide how much needs to be adjusted, you can also select the reason for the adjustment, the default adjustment types will appear but if you need more you can set that up in your BookMan Prefs under the Lists tab.

These two batches take care of 3 manual and sometimes tedious tasks.