Please note:
If you took a payment for a booking via Bank transfer, Cash, Cheque or an External Card Machine, and need to record the payment or refund of this payment, in part or in full, within the booking, please follow the steps below.
You can also use these instructions if you need to record in a new booking a payment made on a previous booking (by BACS, Card etc.).
- Navigate to the booking in question, and go to the Customer Payments tab at the bottom.
- Using the grey Custom payments row, add a description that makes sense to you and explains what the payment is, e.g. payment or refund.
Please note:
Only payment methods that have been enabled, manually added under Admin > General details will be available here.
3. Select the payment method, e.g. Bank transfer.
4. Select either Refund or Payment from the drop-down.
Please note:
If you select Refund, a box will appear to ask what kind of refund you are recording. Select the option that applies and then click Proceed.
5. Press the green Save button to the right of the Customer Payments area.
This will then record the refund or payment in the booking.
If it is a refund, you would of course have to actually refund the guest their money directly from your bank account or sending a cheque by post.
