Account Management


 

Refund a Reservation

Overview 

This article will show you how to refund a reservation. 

Instructions

  1. Search and select a user
    search_and_select_user.jpg
  2. Select Voids, Refunds, & Transfers tab
    select_voids__refunds____transfers.jpg
  3. Navigate to Reservations tab
    navigate_to_reservations_tab.jpg
    • Note: In the left-hand filter bar, you may need to change the Reservation From date just in case the customer reserved the facility more than 2 months ahead.
      filter_reservations.jpg
  4. Select reservation items you want to refund
    select_reservation_items_to_refund.jpg
  5. Select Refund Selected Items
    select_refund_selected_items.jpg
  6. Review and modify (if needed) Refund fields
    review_and_modify_refund_details_if_needed.jpg
    • Payment Type: Method you wish to issue the refund
    • Balance Reduction: Indicate any amounts and adjustments
    • Refund Amount: Indicate the refund payment type
    • Admin Fee: Select an admin fee, if applicable
      • Enter the amount, in the Balance Due
      • Note: There is a zero dollar default amount. Enter the desired amount so that it can go to the correct GL account.
    • Refund Reason/Note: Add a comment to indicate the reason for the Refund/Credit (optional)
    • Note: You cannot issue a refund back to a credit card on the SAME day as the original transaction. Additionally, it is important to note that most merchants will only allow for credit card refunds prior to 120 days.
    • Note: If you want to remove the person from the activity while issuing the credit, ensure that the check the box that says Remove from Calendar is selected. If you leave that box unchecked, the refund/credit will be issued, but the person will be left on the roster. (Facility rentals can be left intact in this same way)
  7. Select Continue
    select_continue_to_refund_reservation.jpg
  8. View Confirmation window; select Submit
    select_submit_to_process_reservation_refund.jpg
  9. Refund Successful screen will display with Receipt and print options
    select_receipt_printing_options.jpg
    • Email Receipt: Email the receipt to a user 
    • Print Receipt: Print the receipt on regular paper
    • Thermal Receipt: Print the receipt on receipt paper



I'd Like to Request an Enhancement

0 out of 0 found this helpful

Updated:
Follow

Article Feedback