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Refund a Payment

📆 Revision Date:

Follow the below steps to issue a refund to a payment. Notice, the example provided is for cash but the same steps are true for credit card as well.

Select Search Reservations on the Dashboard page.

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Find the applicable reservation by performing a search. Search by Date, Guest Name, Confirmation or Room Number and then select Search.

Note - You can filter the results further by selecting the Status button and one of the options listed

Once you have located the reservation, click on it

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The reservation details page loads to the Guest tab by default.

Select the Folio tab

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Locate the payment that needs to be refunded and check the box for the row.

Click on Refund

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The refund screen activates.

Select a Refund Code from the dropdown and verify the amount

Enter Remarks

Click on Next to proceed

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A confirmation page displaying PREVIOUS DETAILS and MODIFIED DETAILS loads.

Select Confirm at the upper right to proceed.

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The payment is refunded on the Folio tab of the reservation.

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