Support Centre

How to Reverse or Adjust/Refund a Payment Using RoomKeyPMS Payments Powered By Fullsteam

Updated

The following article demonstrates how to reverse or adjust/refund a payment using RoomKeyPMS Payments Powered By Fullsteam. All users will have the ability to reverse or adjust/refund both payments and charges in RoomKeyPMS; if you do not want a user to have access to this function you will need to give the following Reservation Management reverse-permission: 1537 Disallow Reversals/Adjustments/Moves.

When would I Reverse a Payment?

You can use Reverse on a payment if you posted the wrong amount and need to "undo" the posting, then re-post the correct amount. You can also use Reverse to return the full payment amount back to the guest credit card (this is the scenario demonstrated in How to Reverse a Payment Using RoomKeyPMS Payments Powered By Fullsteam below). When you reverse a payment, both the original payment and the reversal transactions are automatically moved to Folio 9 and therefore do not appear on the guest final bill.

When would I Adjust/Refund a Payment?

You would use Adjustment/Refund if a portion of the payment is being refunded back to the guest credit card (this is the scenario demonstrated in How to Adjust/Refund a Payment Using RoomKeyPMS Payments Powered By Fullsteam below). You can also use Adjustment/Refund to return the full payment amount back to the guest credit card; however please note that when you adjust/refund a payment, both the original payment and the adjustment remain on the folio and therefore will be visible to the guest on their final bill.

Click below for more information:

How to Reverse a Payment Using RoomKeyPMS Payments Powered By Fullsteam
  1. Locate the reservation and select the Folio tab
  2. Right-Click on the payment, and select Reverse
  3. Enter a Reason into the field provided and select the OK button
  4. In the Fullsteam processing window, select the Post button
  5. When the "Approved" message appears, select the Close button
How to Adjust/Refund a Payment Using RoomKeyPMS Payments Powered By Fullsteam
  1. Locate the reservation and select the Folio tab
  2. Right-Click on the payment, and select Adjustment
  3. Enter the Refunding Amount and a Reason into the fields provided, and then select the OK button
  4. In the Fullsteam processing window, select the Post button
  5. When the "Approved" message appears, select the Close button
Previous Article How to Process Payments Using RoomKeyPMS Payments Powered By Fullsteam
Next Article How to Reverse or Adjust/Refund a Payment that was Processed Using a Previous Payment Processor
Have a question for us? Submit a Support Case