How To: Refund From User Credit

Learn how to refund guests from User Credit in a few easy steps.

Summary:

Learn the seamless process of refunding from a User Credit account with this step-by-step guide. Ensure a hassle-free refund workflow after canceling a reservation, providing guests with a smooth experience.

Uses:

Refund money to guests efficiently by utilizing the User Credit account, providing flexibility and convenience in managing cancellations and refunds.

Step-by-Step Instructions:

Step 1: Confirm User Credit Transfer

After canceling the reservation, ensure that the funds have been transferred to the guest's User Credit:

Navigate to the reservation's Billing tab.
Check the Payments section for the transaction labeled "Internal Transfer to User Credit."

The image below shows a reservation with a transaction that put money in User Credit.

Screen Shot 2022-07-13 at 16.20.17

Step 2: Access Guest Profile

Navigate to the guest profile of the individual you are refunding.
In the Guest Overview section, check for any existing User Credit.
The Refund button at the top becomes clickable if User Credit is present on the guest's profile.

Screen Shot 2022-07-13 at 16.23.51

Step 3: Initiate Refund

Click the Refund button and proceed through the required steps in the refund workflow.
Enter the necessary details and follow the prompts to complete the refund process.

Screen Shot 2022-07-13 at 16.30.27

Note: Refunding from User Credit is possible at any time, even if the money has been in User Credit for an extended period. User Credit does not expire. If refunding not immediately after a cancellation, follow the same steps, excluding step 1.

Step 4: Confirm Refund Status

Once the refund has been processed, verify the confirmation on the Guest Profile under the Account History Tab. This section will display a record of the refund activity.

Screen Shot 2022-07-13 at 16.31.58

Note: The refund back to the card will not show on the reservation but will instead show on the Guest Profile as the refund was completed from there.

Most Common FAQ:

Q: When can I refund from User Credit?

Refunds from User Credit can be initiated immediately after canceling a reservation or at any point when a guest has money in User Credit.

Q: How can I confirm that money is in the guest's User Credit?

Navigate to the reservation's Billing tab, check the Payments section for a transaction labeled "Internal Transfer to User Credit." Additionally, view the Guest Overview in the guest's profile.

Q: Is there an expiration date for User Credit?

No, User Credit does not expire, providing guests with flexibility for refunds even after an extended period.

Q: Where can I find confirmation of the refund from User Credit?

After processing the refund, check the Guest Profile under the Account History Tab for confirmation. The refund back to the card won't show on the reservation but will be reflected in the Guest Profile.

Q: Can I refund from User Credit for a reservation canceled a while ago?

Yes, refunds from User Credit can be made at any time, even if the money has been in User Credit for an extended period. Follow the same steps described in the guide, excluding step 1.

Q: Why does the refund from User Credit not show on the reservation?

Refunds completed from User Credit will be reflected on the Guest Profile under the Account History Tab, not on the reservation.