Payments
How to refund method and communication
The refund method defaults intelligently based on the original payment. Cash-origin payments should generally be refunded in cash, while card or processor-based payments are usually refunded to the original method. Once a refund has been processed, staff can also send the refund processed email from the payment detail panel.
The refund method defaults intelligently based on the original payment. Cash-origin payments should generally be refunded in cash, while card or processor-based payments are usually refunded to the original method. Once a refund has been processed, staff can also send the refund processed email from the payment detail panel.
Refund method and communication
The refund method defaults intelligently based on the original payment. Cash-origin payments should generally be refunded in cash, while card or processor-based payments are usually refunded to the original method. Once a refund has been processed, staff can also send the refund processed email from the payment detail panel.
- Use Original payment method to send funds back through the same payment path whenever possible.
- Use Cash only when your policy or original tender type requires an offline cash refund.
- After a refund has been processed, Send refund processed email can be used to notify the guest.
Tips
- Train staff to open the payment detail panel before answering refund or invoice questions so they can see the full transaction context.
- Use the search and filter controls every morning to review unpaid transactions and recent refunds.
- Processing fees from Stripe or Square are distinct from any platform fees shown in the booking breakdown.