Article Summary: A credit note cancels all or part of an invoice. To be used for a refund, it must be created from the invoice, with the "CREATE A CREDIT NOTE" button.
The essentials:
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Start from the invoice: open the invoice ("Documents List", magnifying glass "View details") and click "CREATE A CREDIT NOTE" at the bottom.
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Check the link: after "PREVIEW" and "GENERATE THE CREDIT NOTE", check at the top: "Related document(s): Invoice …".
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Refund: on the credit note, "ADD A REFUND", with the same method as the guest's payment.
Why follow this guide? A credit note linked to the invoice cancels the sale and its taxes; it is the credit note that carries the refund.
Warning: a credit note created without starting from an invoice ("on the fly") is used to offer a credit. It is not linked to any invoice and cannot be used for a refund.
1. At the bottom of the invoice, click "CREATE A CREDIT NOTE".
2. Choose the amount: "All services", "Specific lines" or "Free amount".
3. Click "PREVIEW", check, then "GENERATE THE CREDIT NOTE".
4. At the top of the credit note, "Related document(s): Invoice …" confirms the link with the invoice. You can now add the refund.
The full procedure, screen by screen: How to Refund a Guest in Reservit PMS (Credit Note and Refund). Keep the credit for another stay: How to Use the Credit from a Cancelled Booking for Another Stay.