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Rentals / Calendar


 

Perform a Refund from the Calendar

 

Overview

This article will show you how to perform a Reservation Refund from the Calendar.

View our article Refund for Reservation to view how to perform a refund from a User Profile.

Instructions

  1. Navigate to Facilities > Calendar
    facilities_calendar.jpg
  2. Select a Location
    filter_reservations_by_location.jpg
  3. Click Refresh
    select_refresh_to_apply_filters_to_reservations.jpg
  4. Locate the reservation you want to refund
    select_a_rental_from_the_calendar.jpg
  5. Click Refund
    select_refund_on_reservation.jpg
  6. Review the Refund details in the Reservation Adjustment pop-up
    fill_in_refund_fields_for_reservation.jpg
    • Payment Type: Ensure that the correct Payment Type is selected
    • Refund Items: Ensure you select all the Items you want to perform a refund on
    • Refund Reason/Note: Enter in a reason or note for the refund
  7. Click Continue
    select_continue_to_process_reservation_refund.jpg
  8. Click OK to remove the rental(s) from the calendar
    select_ok_to_remove_reservation_and_refund.jpg
  9. Click Submit Refund
    select_submit_refund_to_finalize_reservation_refund.jpg



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