Processing a Refund

Refunds can be issued once funds are unallocated from the reservation. Typically, this occurs after the reservation is canceled, which frees up any payments tied to the reservation for refund.

To process a refund of a deposit that was charged, follow these steps:

1. Cancel the Reservation: Begin by canceling the reservation for which you need to process the deposit refund.
2. Access Payment Details: Navigate to the 'Payment Details' tab within the reservation record.
3. Select the Charge: Locate the charge you wish to refund in the Amount column and click on it.
4. Adjust Deposit Amount: Set the Deposit Amount to $0.00 and click Submit.
5. View Transaction Details: Return to the 'Payment Details' tab. This time, click 'View' next to the transaction under the Details column.
6. Process the Refund: You can now refund the unallocated amount, up to the available limit.

To process a refund of a cancellation fee that was charged, follow these steps:

1. Open the Reservation Record: Locate and open the reservation record for which you wish to refund the cancellation fee.
2. Access Payment Details: Click on the 'Payment Details' tab within the reservation record.
3. Select the Charge: Click on the dollar amount associated with the cancellation charge you wish to refund.
4. Unallocate the Charge: Adjust the cancellation charge amount to $0.00 to unallocate it and make it available for a refund. Click Submit to save these changes.
5. View the Cancellation Charge: Click 'View' next to the cancellation charge you wish to refund.
6. Access Refund Options: Click on 'View Refund Options'.
7. Enter Refund Amount: In the 'Refund Amount' field, enter the amount you want to refund.
8. Issue the Refund: Click on the 'Issue Refund Now' button to process the refund.