What this page is for
All refunds and where each one is: waiting for approval, approved and to pay back, paid back, or rejected.
Who can use it
- View refunds opens the page (by default Admin, Finance and Front desk).
- Ask for refunds and Pay refunds back are separate, so one person can ask and another pays.
How to start a refund
Open the booking, find the payment and select the refund button next to it. See Ask for a refund.
Fields and columns
| Column | Meaning |
|---|---|
| Number | REF number. |
| Guest | The booking's guest. |
| Reason | From the refund reasons list. |
| Asked | When it was asked. |
| Amount | The amount to pay back. |
| Status | Waiting for approval, Approved (to pay back), Paid back, Rejected or withdrawn. |
Statuses and automation
Without a matching approval rule, a refund is approved at once. Paying it back records a negative payment on the booking and a credit note on the invoice the payment settled.
Settings that change this page
Approval rules for refunds. Master data: refund reasons.
FAQs
Does StayOps send the money? Not yet. Pay it back by bank or cash, then mark it as paid back. Online refunds arrive with online payments.
Troubleshooting
| Problem | What to do |
|---|---|
| A refund stays waiting | Check Approvals: someone at the right level must approve it. |