How do I refund a booking payment?

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?

• 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

Refunds are not automatically processed when a booking is canceled, so you must process them manually.

 

Follow these steps to process a refund for the full or partial amount.

1. Click on an active invoice ID link anywhere in the system. We use the Booking Index (Reports > Booking Index) in this example.
2. Find and click the booking for which you want to refund.
3. Next, select the Transactions tab from the Booking Invoice to access associated payments.
4. For each transaction you need to refund, click the Refund button at the far right of the record. This button opens the Refund modal.
5. From the Refund modal, specify the Refund Amount. You can enter a partial amount here to process a partial refund.
6. Select a Payment Type. 
7. Fill out any Payment method-specific fields, e.g., select the credit card to refund.
8. If necessary, add notes to the refund transaction. By selecting the appropriate checkbox, you can Show your notes on the Customer invoice.
9. Optionally, select the corresponding checkbox to send e-mail notifications to the Customer.
10. Click the Refund option to begin the refund process!
11. The system has updated the Transactions log to reflect the refund.

Learn more about refunding For a detailed look at the refund process, check out the following articles: Refunding payments from the booking invoice How do I refund to a gift certificate?