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. | ![]() |
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 | ![]() |
The reservation details page loads to the Guest tab by default. Select the Folio tab | ![]() |
Locate the payment that needs to be refunded and check the box for the row. Click on Refund | ![]() |
The refund screen activates. Select a Refund Code from the dropdown and verify the amount Enter Remarks Click on Next to proceed | ![]() |
A confirmation page displaying PREVIOUS DETAILS and MODIFIED DETAILS loads. Select Confirm at the upper right to proceed. | ![]() |
The payment is refunded on the Folio tab of the reservation. | ![]() |