Approving or processing a refund request

Use the Process Refund Requests page to both approve and process refunds that have been requested by Front Desk staff users.

To learn more about approving and processing refund requests, see the Introduction to refund requests.

1. Go to Front Desk > Refund menu > Process Refund Requests.

2. Choose one of the following:

• To approve refund requests:

  1. On the Refund Requests page, select Approve Refund Requests.

  2. On the Approve Refund Requests page, enter a date range and Status of requested refunds to search for.

  3. Click Search.

  4. Choose one of the following for one or more of the refund requests:

  • To approve a refund request, select Approved in the Status column. Once a refund request is approved, it is ready to be processed.

  • To deny a refund request, select Unrequested in the Status column. The refunded amount will remain as a credit on the customer's account.

  5. Click Save.

   

• To process refund requests:

  1. On the Refund Requests page, select Process Refund.

  2. On the Process Refund Requests page, enter a date range of requested refunds to search for.

  3. Click Search.

  4. Choose one of the following:

  • To process refund requests individually:

  1. Click the Refund link for the refund that you want to process.

  2. On the Refund Processing page, modify the refund amount if necessary and enter any necessary notes.

  3. Click Refund.

  • To process refund requests in a batch:

  1. Select Batch Refund.

  2. Select the checkboxes for the refunds that you want to process in a batch. Note: When staff users are approving or processing refund requests which are larger than the Available to Be Refunded amount, the message ‘There are some refund requests that exceed the available credit amount. These refunds will be adjusted to the "Available to Be Refunded" amount.’ displays. If the staff user selects Continue, the Requested Amount is adjusted down to the Available to Be Refunded amount.

  3. Select the Refund Types to issue the refunds to.

  4. Enter any necessary notes.

  5. Click Refund.

   

Related topics

Requesting a refund for a customer

Return to Refunds