When refunding a customer, you must add a negative payment to the booking and not amend or delete a previous payment as your reporting would not then reflect the true monies taken for any given day.
Refunding is the same as adding a new payment, it just needs to be a negative amount.
|If you use a payment gateway (such as DPS, PayPal,etc), the instructions for entering credit card payments are slightly different so please refer to these instructions.|
- Follow instructions on how to add a payment to the booking.
- In the Payment Amount field, add a negative prefix to the amount (for example -1807.65 as shown below).
- Add comments and Save.
The refund will now appear highlighted in yellow at the top of the screen (see image below).
When cancelling a booking, any payments which are on the booking will remain on the booking so it will then have a credit.
It is recommended to cancel the booking and then process any cancellation charges or refunds as necessary before emailing the customer.