Account Management


 

Refund for Reservation

Overview

This article will show you how to refund for a reservation.

Instructions

  1. Search and select a user
    John_J_Abbott.png
  2. Select Voids, Refunds, & Transfers tab
    Voids_Transfers_Refunds.png
  3. Navigate to Reservations tab
    Reservations.png
    • 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.
      Reservation_From.png
  4. Select reservation items you want to refund
    Reservation_Items.png
  5. Select Refund Selected Items
    Refund_ITems.png
  6. Review and modify (if needed) Refund fields
    Review_Refund.png
    • 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: Apply an administration or cancellation fee, if applicable
    • 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
    Continue.png
  8. View Confirmation window; select Submit
    Submit.png
  9. Refund Successful screen will display with Receipt and print options
    Refund_Successful.png
    • 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