Interactive guide: answer 2 or 3 questions and get the refund procedure that matches your situation, screen by screen. Open the "Refund a guest" guide
Article Summary: When the guest paid by card through Reservit, the payment terminal sends the money back to their card. It opens from the credit note, when you add the refund.
The essentials:
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Start from the credit note: the refund is added on a credit note created from the invoice.
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Check the terminal box: "Access the Payment Terminal after validation", shown with a card payment method.
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Save, then send: in the terminal, "SAVE", then "SEND".
Why follow this guide? Without the terminal, the refund is only recorded in Reservit: the money is not sent back to the guest's card.
Warning! The terminal can only refund payments made through the payment processor connected to Reservit (Stripe, PayFacto, Paybox…).
1. On the credit note, click "ADD A REFUND". Choose a card payment method (the same as the guest's payment): the box "Access the Payment Terminal after validation" appears.
2. Check the box, then click "CONFIRM". Without this box, the refund is recorded in Reservit, but the money is not sent back to the card.
3. The terminal opens already filled in: type of operation "Refund", original transaction, card and amount. The amount cannot be higher than the "Maximum amount". Click "SAVE".
4. The summary says "… card will be credited with …". Click "SEND".
5. The message "Successful operation !" appears. Click "CLOSE". The refund appears in the "List of refunds" of the credit note.
The full procedure, with the credit note: How to Refund a Guest in Reservit PMS (Credit Note and Refund).