Refund Processing Guide
Refund processing can occasionally require coordination between Resly and other payment platforms or alternate methods. This guide explains different scenarios, steps, and considerations for successfully handling refunds.
Integrating Resly with Other Payment Platforms
If you process refunds through Resly, no additional action is required in Pay Advantage, as Resly automatically creates a receipt or record for the refund. However, if the refund is processed directly through Pay Advantage, it must be manually reflected in Resly to ensure accuracy.
Handling Refunds When Automation Applies
For refunds initiated through Resly, the platform seamlessly handles record creation and back-end processing. This makes it unnecessary to use external systems unless a manual adjustment or verification is needed.
Manual Refund Methods for Special Scenarios
In some cases, a refund might be declined by the card issuer. When this happens, you can utilise the following alternative refund methods:
Direct Bank Transfer: If you have the customer’s bank account details, you can transfer the refund amount directly to their account.
Manual Refund via EFTPOS: Use your EFTPOS machine to process the refund manually.
Other Standard Methods: Employ any other refund processing method your property uses but ensure proper records are maintained in Resly.
Step-by-Step Guide for Refunds via Bank Transfers
To process a refund via bank transfer in Resly:
Navigate to the "Refund Guest" option in Resly.
Select "Bank Transfer" as the refund method.
This ensures that the refund is properly recorded in Resly while notifying all necessary stakeholders.
Frequently Asked Questions
Why must I reflect Pay Advantage refunds in Resly manually?
When refunds occur outside Resly, the system cannot track or register them automatically. Manual reflection ensures both systems are consistent.
What happens if I don’t record external refunds in Resly?
Failure to record refunds may lead to discrepancies in your financial records and create difficulties during audits.
Related Topics
Ensuring Refund Accuracy in Resly
Managing Payment Disputes and Chargebacks
Automating Payment Records Across Systems