Article Summary: To refund a guest, in full or in part, you always start from their invoice: you create a credit note linked to the invoice, then add the refund on this credit note.
The essentials:
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Create the invoice: it must exist before any refund (stay and payment).
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Create the credit note: at the bottom of the invoice: "CREATE A CREDIT NOTE". Amount: "All services" (refund everything), "Specific lines" (one night or one room), or "Free amount" (choose "Without taxes" or "With taxes" under "Input type"; "With taxes" is selected by default).
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Refund: on the credit note: "ADD A REFUND". For a card payment made through Reservit, check "Access the Payment Terminal after validation", then "SAVE" and "SEND" in the terminal.
Why follow this guide? The credit note cancels the sale and its taxes, the refund gives the money back: your sales, your taxes and your bank account stay in agreement.
The full procedure, screen by screen: How to Refund a Guest in Reservit PMS (Credit Note and Refund).
Depending on the situation: cancellation fee · refund a deposit · one night or one room less · How to Change the Dates of a Stay · How to Use the Credit from a Cancelled Booking for Another Stay