Record Refunds

This tutorial covers how to issue a refund as a check. Checks may be used as refunds when too much time has passed and a credit card refund isn't possible, or when a guest or group paid by a check and you need to issue another check as a refund.

The first step is to log into Retreat Portal and find the invoice requiring the refund.

When you find the invoice click the three dots and select 'View/Edit'

When the Invoice opens up click the 'Transactions' button. Under the transactions you will see the services you've provided (in the form of the invoice) and any recorded payments. On this screen click the 'Record refund' button.

On the refund screen select the type of tender for the refund (likely 'Check') and then the reason for refund, amount, any details about the refund (e.g. check number) and when the refund was issued. The reasons for refund are customizable (see below).

When you are done, click Save. It is possible to edit this later by viewing the Transactions, clicking the three dots, and selecting Edit.

Manage Refund Reasons

Click the top-right gear icon and select 'Business'. Then click Financial on the left side, then click 'Refund Reasons'. The table shows you the list of refund reasons. You can click 'Create' to create more, or you can click 'Edit' on any row to edit the specific refund reason.