How to create a Refund

Refund guest's credit card

There are several reasons why a hotel may need to refund a guest's credit card, including: Cancelled reservation, Overcharging, Unsatisfactory stay etc. 

To issue a refund for a credit card payment made through an automated charge rule from the system, charge button, a payment link, or a terminal payment, please follow the steps outlined below:

  1. Open the reservation in question.
  2. Navigate to the Billing section on the reservation page.
  3. Click on the collapsing arrow sign under the Sales Order to access the payment (receipt).
  4. Click on the three-dot function button on the payment, ensuring that you choose the correct payment if there are multiple payments to consider. You will see a pop-up option for a refund. Click on it to proceed.

  5. Once you click on the refund option, a window will appear to finalize the refund process.
  6. You can enter the refund amount and choose the reason for the refund by clicking the drop-down arrow under the "Reason" field.
  7. Click save to complete process. 
  8. Once a refund is processed, a payment payout will be generated under the receipt payment. You can access this payout by clicking on the collapse arrow icon located under the Sales Order.
  9. Upon processing, the refund will be sent to the same credit card that was initially charged.