Cancel a Reservation and Issue Refund to a Gift Certificate

James Pumpelly -

In some cases a guest will need to cancel a reservation that has already been fully or partially paid and apply that payment amount to a future reservation. For these situations we will create a gift certificate to use as the credit for the future reservation. The following guide will show us how to accomplish this:

1. Select the reservation from either the Occupancy Map (seen here) or from the Reservations screen. 

2. Click on 'Add Charge' from the invoices section and choose 'Gift Certificate'

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3. Make the Gift Certificate 'Sale Price' equal to the amount of the payment and save the Gift Certificate. - in this case you can see the payment amount was $100. So we will make the gift certificate also $100.

    - You may also want change the expiration date.    

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4. Cancel the reservation.

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5. Make sure the Cancellation fee is $0 and proceed with the cancellation.

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6. You now have cancelled the reservation and created a gift certificate that can be applied to a future reservation!

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