Refunding payments from booking invoices

Click the red Refund button beside the transaction to start the refund process.

The Refund modal opens with the full amount of the invoice pre-populated in the refund amount field.

How do I refund a partial payment?

You must adjust the Refund Amount by typing the partial amount into the field provided to refund partial payment. To also cancel the booking, you need to change the status manually.

Can I process a refund to another card other than the one used for payment?

No, a refund to a different card is not possible. Instead, you must contact your payment provider to process a refund to another card. Once completed, you can apply a POS refund to the booking to reconcile the external refund.

Is it possible to edit/modify a refund after it has been made?

No, not at this time.

The following steps in the refund process depend on the original payment type of the transaction. You can learn more below.

Refunds can only be issued to the payment type they were received from.

While issuing a refund you are given the option to customize the amount, by default the full amount is populated in this field. Customize this option to issue a partial refund.

You can also select a reason for the refund for reporting purposes.

When issuing a refund of any type you are given the option to send an email to the customer.

In the modal there are options to include the invoice and the reason for the refund in the email.

At the bottom you can edit the recipients, the customer's email is auto populated by default. You also have the option to choose an email template to send a pre-determined email, or you can write one from scratch.

When ready, click the red Refund button at the bottom to complete the refund transaction!

The following article in this series looks at cancelling or voiding bookings via the Booking Invoice.