Refund a Reservation from the Permit Editor

This article shows you how to use the Facility Permit Editor to refund a reservation. The reservation must already be billed out.

Instructions

1. Navigate to Facilities > Permits

2. Select the Permit Lookup tool

3. Fill in Permit Lookup fields

   • Customer Name: Input account owner

   • Date Range: Enter a date range

4. Click Search

5. Select the desired Permit

6. On the right-hand side, Preview, click the Arrow to initiate the Refund

7. Review/modify Refund fields

   • Receipt #: Displays receipt number

   • Customer: Displays account name

   • Payment Type: Select the payment type

   • Refund Items: Check the deposit(s) you want to refund

     • Balance Reduction: Enter a dollar amount

     • Refund Amount: Enter a dollar amount

     • Remove from Calendar: Select to remove the reservation from the calendar

   • Admin Fee: Select a fee

     • Balance Due: Enter a dollar amount

   • Total Credit: Will display overall changes

   • Refund Reason/Note: Enter relevant notes/comments

8. Click Continue

9. A pop-up will appear that says You have chosen to 'Remove From Calendar' one or more rentals as part of this refund. Are you sure you wish to continue and allow these rentals to be automatically removed from the calendar?; click OK

10. Review Refund Confirmation fields; click Submit

11. View receipt