How to Add a Refund to a Document
You can record a refund in Event Temple by entering a negative payment amount within the Booking’s Payments tab.
Steps
Open the Booking that includes the invoice or payment you want to refund.
Go to the Payments tab.
Click + New Payment.
In the Amount field, enter the refund as a negative value (e.g.,
-200.00).If the refund includes taxes, consider splitting the amount into separate negative line items (e.g., negative room refund and negative tax refund) for accurate reporting.
Set the Payment Date to the date the refund was issued.
Select the appropriate Payment Type (e.g., Credit Card, Check, EFT).
Add a note to indicate that this entry represents a refund (optional but recommended).
Link the refund to the correct Invoice from the dropdown list.
Click Create to save.
The refund will now appear in the Payments list and automatically adjust the total amount paid on the linked invoice. This process also ensures that tax liabilities are accurately adjusted in your financial records.
Optional: Create a Negative Prepayment Invoice
To track refund components in detail, you can create a negative prepayment invoice. Include the refund components as menu items with negative amounts (e.g., negative room refund and negative tax refund). This method provides detailed tracking and reporting of refunds.
Steps for Recording Refunds in Mews
Issue a Credit Note:
In Mews, refunds are recorded by issuing a credit note. This is necessary because adjustments made in Event Temple do not sync back to Mews.
Ensure the credit note reflects the refund components (e.g., room refund and tax).
Key Considerations and Differences Between Event Temple and Mews
Event Temple: Refunds are logged as negative payments and tracked through negative prepayment invoices. This process ensures detailed reporting within the system.
Mews: Refunds require a credit note, as adjustments in Event Temple do not automatically sync to Mews. Always create the credit note directly in Mews to maintain accurate records.