Refunding

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There are two types of refunds in RMS,

1.   Refunding of bonds

2.   Refunding of account credit.

Refunding of Bonds:

Bonds are entered into RMS as refundable sundry charges which are then receipted.

When the guest is departing and you wish to refund their bond i.e. key deposit;

1.   Highlight the refundable sundry charge

2.   Click once on refund

3.   Choose Refund Now

4.   Choose the type of refund i.e. Cash, Cheque

5.   Enter the amount, if different to the default amount

6.   Select save.

When the guest is departing and you wish to keep their bond;

1.   Highlight the refundable sundry charge

2.   Click once on refund

3.   Choose Refund to account

4.    Enter the amount, if different to the default amount

5.    Select save.

This will place the account in credit by the amount of the refund. You must then apply a sundry or periodic charge to allocate the credit amount to.

Note:

It is possible to refund part of a bond to the guest and keep part for the account. Simply perform the above functions for the respective amounts as many times as is needed to refund the entire amount.

Refunding of Account Credit:

If a guest is departing and their account is in credit;

1.   Highlight the receipt transaction on the account

2.   Click once on refund

3.   Choose Refund Now

4.   choose the type of refund i.e. Cash, Cheque

5.   Enter the amount, if different to the default amount

6.   Select save.

To transfer the credit amount to a future reservation for that guest See Credit Transfers

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