How to Refund a Payment from Accounts Receivable

This guide explains how to refund a payment from the A/R Transactions tab. Refunds can only be processed for the full amount. Stayntouch PMS does not support partial refunds from the Accounts Receivable page.

HOW TO REFUND A PAYMENT

Step 1. Open the A/R Transactions Tab

Option 1.

Navigate to the Accounts Receivable module (Sidebar Menu > Financials > Accounts Receivable).
Locate the Company Card or Travel Agent Card you wish to manage.
Select the A/R Transactions tab.

Option 2.

Or if you have a Company Card/Travel Agent Card already open, select the A/R Transactions tab.

Step 2. Click the Refund Button

Click the Refund Button.

Step 3. Refund an Unallocated Payment

The refund button allows you to refund unallocated payments.
Select a refund button to begin

Step 4. Select Refund

Click the Refund button.

Step 5. Refund Accepted Message

A 'refund accepted' message will display with the message: AMOUNT PAID!.

Step 6. Track the Refund

The refund will appear on the Journal under the A/R Balance (also referred to as the A/R Ledger).