How do I refund a Payment in NebulaPMS?

How do I refund a Payment in NebulaPMS?

In order to refund a Payment on an invoice in NebulaPMS please follow the below steps:
1. Refunds
  1. The reasons/references why guests are refunded are very important for auditing purposes. Please see below on how to refund the different payment types.
1.1 Cash Payments
Paid Out
  1. To refund a Cash payment a "Paid Out" has to be charged on the invoice.  Click on the "Invoice" tab and select the "Charge" button, the Charge window will open.
  1. Select the currency and "Paid Out" on the charge code list. Type in the reference and the amount that needs to be refunded, then select the "Post Charge" button.
  1. Should Supervisor Authorisation be required enter your details. 
  1. The "Paid out" will reflect as a charge and will have cleared the surplus amount to zero the invoice total. 
Cash Refund
  1. Another way to refund a Cash payment is to post a negative Cash payment on the invoice. Click on the "Invoice" tab and select the "Payment" button, the payment window will open.
  1. Select the currency and the payment type Cash Refund or Cash from the list. 
  2. Type in the reference and the amount that needs to be refunded, then select the "Post Charge" button.
Please Note
The Payment Type Code must have the setting "Allow Negative" enabled for the refund to work.

  1. Type in the reference and the amount that needs to be refunded with a (-) minus in front of the amount, then select the "Post Payment" button.
  1. Should Supervisor Authorisation be required enter your details. 
  1. The "Cash Refund" will reflect as a charge and will have cleared the surplus amount to zero the invoice total.
1.2 Credit Card and EFT Payments
  1. To refund a Credit Card payment a negative payment has to be posted on the invoice. Click on the "Invoice" tab and select the "Payment" button, the payment window will open.
  1. Select the currency and the payment type credit card (master, visa, american express or diners club) or EFT from the list. 
  1. Type in the reference and the amount that needs to be refunded with a (-) minus in front of the amount, then select the "Post Payment" button.
  1. Should Supervisor Authorisation be required enter your details. 
  1. The "Credit Card" or "EFT" will reflect as a charge and will have cleared the surplus amount to zero the invoice total.

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