{"id":755,"date":"2025-09-27T13:57:38","date_gmt":"2025-09-27T10:57:38","guid":{"rendered":"https:\/\/support.hotelrunner.com\/?p=755"},"modified":"2026-01-20T14:02:47","modified_gmt":"2026-01-20T11:02:47","slug":"how-to-apply-the-refund-option","status":"publish","type":"post","link":"http:\/\/support.hotelrunner.com\/en\/how-to-apply-the-refund-option\/","title":{"rendered":"How to apply the refund option on the folio screen"},"content":{"rendered":"    <div class=\"alert-section abstract\">\n        <div class=\"alert-section-inner\">\n                        <p><p><span style=\"font-weight: 400;\">There is no option to delete a payment on the folio screen that has already been processed to the guest account. Therefore, you can use the <\/span><b>Refund<\/b><span style=\"font-weight: 400;\"> option to reset any payment.<\/span><\/p>\n<\/p>\n        <\/div>\n    <\/div>\n    \n\n    <div class=\"alert-section tip\">\n        <div class=\"alert-section-inner\">\n                        <p><p><span style=\"font-weight: 400;\">\ud83d\udd14 <strong>Note:<\/strong> The <\/span><b>Refund<\/b><span style=\"font-weight: 400;\"> option is only available for <\/span><b>payment<\/b><span style=\"font-weight: 400;\"> items with payment as the <\/span><b>Record Type<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<\/p>\n        <\/div>\n    <\/div>\n    \n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1439\" height=\"847\" src=\"http:\/\/support.hotelrunner.com\/wp-content\/uploads\/2025\/09\/image-132.png\" alt=\"\" class=\"wp-image-757\" srcset=\"http:\/\/support.hotelrunner.com\/wp-content\/uploads\/2025\/09\/image-132.png 1439w, http:\/\/support.hotelrunner.com\/wp-content\/uploads\/2025\/09\/image-132-300x177.png 300w, http:\/\/support.hotelrunner.com\/wp-content\/uploads\/2025\/09\/image-132-1024x603.png 1024w, http:\/\/support.hotelrunner.com\/wp-content\/uploads\/2025\/09\/image-132-768x452.png 768w\" sizes=\"(max-width: 1439px) 100vw, 1439px\" \/><\/figure>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Follow these steps to process a <strong>refund<\/strong> against a previously recorded payment item on the guest&#8217;s folio:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"> Access the Guest Folio<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Access the guest folio by navigating to the <strong>Folios section<\/strong> on the reservation screen.<\/li>\n<\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">Select the &#8220;Refund&#8221; Option<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Right-click<\/strong> on the <strong>revenue item<\/strong> you want to refund. (This applies to payments, not revenue, in accounting terms, but following the text logic.)<\/li>\n\n\n\n<li>Click the <strong>Refund<\/strong> option from the menu.<\/li>\n<\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">Save the Transaction<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Check the details in the popup window and save the transaction with the <strong>OK button<\/strong>.<\/li>\n<\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\"> Result<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The refund transaction will appear on the folio screen as a <strong>new transaction item<\/strong> with the <strong>Payment<\/strong> record type (usually displayed as a negative value).<\/li>\n<\/ul>\n\n\n    <div class=\"alert-section tip\">\n        <div class=\"alert-section-inner\">\n                        <p><p><b>\ud83d\udd14 Note<\/b><span style=\"font-weight: 400;\">: If there is more than one transaction item on the folio screen, it will be more useful to transfer the payment item to be reimbursed to the new folio and process in that folio in order not to confuse the transactions. For folio transfer transactions, you can review the document &#8220;<\/span><b>How to Use the Folio Transfer Option on the Folio Screen<\/b><span style=\"font-weight: 400;\">&#8220;.<\/span><\/p>\n<\/p>\n        <\/div>\n    <\/div>\n    \n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Follow these steps to process a refund against a previously recorded payment item on the guest&#8217;s folio: Access the Guest Folio Select the &#8220;Refund&#8221; Option Save the Transaction Result<\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[108,134],"post_product":[55],"class_list":["post-755","post","type-post","status-publish","format-standard","hentry","category-pms","category-front-desk","post_product-property-management-system"],"acf":[],"_links":{"self":[{"href":"http:\/\/support.hotelrunner.com\/en\/wp-json\/wp\/v2\/posts\/755","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/support.hotelrunner.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/support.hotelrunner.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/support.hotelrunner.com\/en\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"http:\/\/support.hotelrunner.com\/en\/wp-json\/wp\/v2\/comments?post=755"}],"version-history":[{"count":3,"href":"http:\/\/support.hotelrunner.com\/en\/wp-json\/wp\/v2\/posts\/755\/revisions"}],"predecessor-version":[{"id":4471,"href":"http:\/\/support.hotelrunner.com\/en\/wp-json\/wp\/v2\/posts\/755\/revisions\/4471"}],"wp:attachment":[{"href":"http:\/\/support.hotelrunner.com\/en\/wp-json\/wp\/v2\/media?parent=755"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/support.hotelrunner.com\/en\/wp-json\/wp\/v2\/categories?post=755"},{"taxonomy":"post_product","embeddable":true,"href":"http:\/\/support.hotelrunner.com\/en\/wp-json\/wp\/v2\/post_product?post=755"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}