Quickly and accurately refund booking payments, maintain customer trust, and keep your financial records up to date.
Learn how to fully or partially refund a booking payment.
Accessing the features mentioned in this article
Where can I find this feature using the top menu?
- Reports > Booking Index
What more do I need to use this feature?
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Admin permissions or restricted permissions to Modify Bookings and Process Refunds.
Which Checkfront version supports this feature - classic items, classic products, or both?
- This feature is available in both our classic version using classic items (Inventory > Items) and our classic version using classic products (Inventory > Products). → Learn more about products
Issuing a refund manually
Refunds are not automatically processed when a booking is canceled, so you must process them manually.
Refunding a Payment
Follow these steps to process a refund for the full or partial amount.
- Click on an active invoice ID link anywhere in the system. We use the Booking Index (Reports > Booking Index) in this example.
- Find and click the booking for which you want to refund.
- Next, select the Transactions tab from the Booking Invoice to access associated payments.
- For each transaction you need to refund, click the Refund button at the far right of the record. This button opens the Refund modal.
- From the Refund modal, specify the Refund Amount. You can enter a partial amount here to process a partial refund.
- Select a Payment Type.
- Fill out any Payment method-specific fields, e.g., select the credit card to refund.
- If necessary, add notes to the refund transaction. By selecting the appropriate checkbox, you can Show your notes on the Customer invoice.
- Optionally, select the corresponding checkbox to send e-mail notifications to the Customer.
- Click the Refund option to begin the refund process!
- The system has updated the Transactions log to reflect the refund.
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Learn more about refunding For a detailed look at the refund process, check out the following articles: |