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Within this document, you will find the process of refunding a payment to apply to a subscription. In the instance that a payment is taken before a subscription is created there will still be a balance due on the reservation. This process also applies if a payment was taken on the wrong subscription. 

Note: for this example the first payment was taken with cash, the process will be the same if you received a credit card payment.

Start by navigating to the Transactions tab within the reservation. Located on the right side of the transaction line is a return arrow icon. This is how you will refund the payment.

After selecting the refund option you will be prompted to enter the amount to refund along with selecting the method. From the dropdown menu you will want to select “Convert to Credit”. This will create a contact credit for the guest and will make applying the payment to the subscription easy to find. Select Refund Payment to continue.

You will now see the refunded credit within the transactions.

Next select the Subscriptions tab (1). Then the cogwheel (2) located on the subscription line you wish to pay. From the dropdown menu select “Pay Now”(3).

A Subscription Payment screen will pop up. Here you will select “Credit” then from the dropdown menu select the credit you created from the refund. Then select Process Payment.

To verify that the payment was successful you can look in two spots. First is the subscription line at the balance due as seen in picture (a). Note that the subscription number is 126862.

The second way to verify is by going to the Transactions tab and you will now see a new transaction. Note that the subscription number 126862 is now attached to this transaction.

Because the payment has been applied properly the balance due on the Overview screen now shows $0.00.

1. Start by navigating to the Transactions tab within the reservation. Located on the right side of the transaction line is a return arrow icon. This is how you will refund the payment.
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2. After selecting the refund option you will be prompted to enter the amount to refund along with selecting the method. From the dropdown menu you will want to select “Convert to Credit”. This will create a contact credit for the guest and will make applying the payment to the subscription easy to find. Select Refund Payment to continue.
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3. You will now see the refunded credit within the transactions.
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4. Next select the Subscriptions tab (1). Then the cogwheel (2) located on the subscription line you wish to pay. From the dropdown menu select “Pay Now”(3).
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5. A Subscription Payment screen will pop up. Here you will select “Credit” then from the dropdown menu select the credit you created from the refund. Then select Process Payment.
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6. To verify that the payment was successful you can look in two spots. First is the subscription line at the balance due as seen in picture (a). Note that the subscription number is 126862.
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7. The second way to verify is by going to the Transactions tab and you will now see a new transaction. Note that the subscription number 126862 is now attached to this transaction.
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8. Because the payment has been applied properly the balance due on the Overview screen now shows $0.00.
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