Related Questions:
How to record a refund so it appears on my documents
How to add a refund to my BEO
Procedure:
There are two different ways that refunds can be entered into the system. Both options have pros and cons, so please be sure to consider which option will work best for you and your organization.
Adding a Refund as a Payment
The first option would be to add the refund as a payment with a negative dollar value
Select the Payments sub-tab within your Booking
Enter a payment amount with a negative value into the Payment Amount field
Save the payment
The benefit to this option is that refunds entered this way can be reported on. The downside to this option is that it will show up on your invoices, but we do not currently have any way for it to appear on documents.
Adding a Refund Using a Menu Item
The second option for recording refunds would be to use a menu item titled "Refund" and add it to your bookings with a negative value. For more information about how to add menu items to your bookings, please see this article! Menu items can be reported on, and this can appear both on invoices and documents, but you would need to determine which revenue category you would add it to, or if you will need to create a new revenue category specifically for this item.
Additional Information
If you are receiving payments with Stripe and need to issue a refund to your clients, you will need to do so directly with Stripe. For more information on how to do this, please see the link below!