Refunding feature allows you to issue credits & refunds for payments made.
To perform a refund, please follow the steps below:
1. Select Billing from the top navigation bar, and choose Invoice List from the drop-down list.
2. Then, navigate to the invoice you wish to perform a refund for.
- Invoice Number
- Invoice To (Customer's name)
- Company (Customer's company name)
3. From the invoice row, select the Options button and then choose Edit Invoice from the drop-down list.
4. In the next page, select the Refund tab.
5. If multiple payments have been made for the invoice, select the payment you wish to issue a refund against.
6. Enter the amount to be refunded if a partial amount, otherwise leave blank to refund the entire payment value.
7. Choose the appropriate Refund Type.
- Cash
- Cheque
- Credit/Debit Card
- Add to customer's credit balance
8. Finally, press the Refund button to perform the refund.
That's it!
If you have any issues, please feel free to contact our Support Team.
How to Create an Invoice for a Booking