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Locate: Reports > Booking Index > Booking Details > Invoice > Transactions
Prerequisites:
- Admin permissions or restricted permissions to Bookings and Payments.
- Booking Details are available to those using items (Inventory > Items), a feature of our classic version of Checkfront.
- Interested in using the Booking Details with products (Inventory > Products)? Your account must be a member of our Early Access Program.
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Early Access Program To learn more about becoming part of our Early Access Program check out our related blog post or contact our Technical Support team. Find our complete set of help articles related to the Early Access Program here: Early Access Program. |
In this article, we look at how to view the transaction records associated with the booking, access the add payment option, and refund a payment.
New to the Booking Invoice and booking details? Be sure to read our overview of the Booking Details: Introduction, before starting!
Please read the full series of articles, accessed at the side and bottom of this page, to learn more about the full management capability of the Booking Details features.
Viewing Transactions
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The Transactions tab view lists all of the payments and refunds that have been applied to the booking.
If the invoice is not paid in full, then the Add Payment button in the left sidebar is active and you can click on that to create a new transaction.
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Learn More about adding a payment here: |
Refunding Payments
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To refund a payment, click the Refund button beside the transaction. You can refund a manual or credit card payment.
If you refund a credit card payment, then the Customer's card is automatically credited the transaction amount. You can also choose from a list of POS types to refund to which isn't processed on the Customer's credit card.
If a POS payment has been applied to the booking, then the refund screen shows a POS tab where a refund can take place.
Here, the Type dropdown menu shows all of the POS types to choose from that have been added in the Ecommerce area (Manage > Ecommerce Setup > Settings).
It's also possible to provide a refund in the form of a gift certificate. To do this, select Gift Certificate from the Payment Type option at the top of the refund window.
Fill out the fields to configure the gift certificate as needed. When it comes to entering the GCN Code, leave the field blank to create a new gift certificate.
Does the Customer already have a gift certificate with your business? Then, you can input the code in the field provided. The value of the refund is added to the balance of the gift certificate!
When you're ready, click the blue Refund button at the bottom to complete.
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