How do I refund to a Gift Certificate?

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Locate: Reports > Booking Index
Prerequisites: Permission to Modify bookings and Process refunds.

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Follow these steps to Refund an amount to a Gift Certificate. This is is a great way to retain revenue, in the case of cancellation!

1. Go to the Booking Index (Reports > Booking Index).
2. Find and click on the Booking that you would like to refund.
3. If you are also cancelling the booking at the same time, then you will need to change the status of the Booking Invoice to Cancelled. 
4. Next, select the Transactions tab to access associated payments.
5. For each Transaction that you need to refund, click on the Refund button at the far-right of the record. This opens the Refund modal.
6. Specify the Refund Amount.
7. Select Gift Certificate as the Payment Type.
8. Leave the GCN Code blank to generate a new Gift Certificate or enter the code and Search for an existing Gift Certificate.
9. Fill out the remaining required fields and then hit Refund to initiate the refund process!
10. A PDF of the Gift Certificate will be sent to the Customer within minutes!
11. Finally, the Transactions log will be updated to reflect the Refund to Gift Certificate.

 

Once a payment has been refunded to a Gift Certificate, you can no longer refund to the original payment method e.g. credit card. If you need to refund from a Gift Certificate, you will need to first Void the Gift Certificate and then refund directly through your Payment Provider. To Void a Gift Certificate... Go to Inventory in the top menu, then Gift Certificates. From the Issued list, click on the ID for the Gift Certificate to edit the Gift Certificate. Click on the Void button at the top-right of the Edit Gift Certificate page.

 

Learn more about Gift Certificates here: Gift Certificates: Setup