Permits


 

Refund a Reservation from the Permit Editor

 

Overview

This article will show you how to use the Facility Permit Editor to refund an existing reservation that you have already billed out.

Instructions

  1. Navigate to Facilities > Permits
    permits.png
  2. Select the Permit Lookup tool
    Permit_Lookup.png
  3. Fill in Permit Lookup fields
    Permit_Lookup_Fields.png
    • Customer Name: Input account owner
    • Date Range: Enter a date range
  4. Click Search
    Search_Permits.png
  5. Select the desired Permit
    Select_Permit.png
  6. On the right-hand side Preview, click the Arrow to initiate the Refund
    Refund_Reservations.png
  7. Review/modify Refund fields
    Refund_Fields.png
    • Receipt #: Displays receipt number
    • Customer: Displays account name
    • Payment Type: Select the payment type
    • Refund Items: Check the deposit(s) you want to refund
      • Balance Reduction: Enter a dollar amount
      • Refund Amount: Enter a dollar amount
      • Remove from Calendar: Select to remove the reservation from the calendar
    • Admin Fee: Select a fee
      • Balance Due: Enter a dollar amount
    • Total Credit: Will display overall changes
    • Refund Reason/Note: Enter relevant notes/comments
  8. Click Continue
    Continue_Refund.png
  9. A pop-up will appear that says You have chosen to 'Remove From Calendar' one or more rentals as part of this refund. Are you sure you wish to continue and allow these rentals to be automatically removed from the calendar?; reply OK
    OK_Refund.png
  10. Review Refund Confirmation fields; click Submit
    Submit_Refund.png
  11. View receipt
    Refund_Receipt.png



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