Previously in Caterbook, a refund could only be made against an existing payment. However occasionally it may be necessary to record a miscellaneous refund. For example:
- Where a payment was initially made through Caterpay but the guests' card has since expired and a refund needs to be processed via an alternative method such as your PQD terminal or in cash.
- Where a transaction has been performed from within the Caterpay MMS (such as cancelling a sale) as these are not automatically recorded in Caterbook.
- Or otherwise, any instance where the refund is not tied to an existing payment or the refund method is different.
For this reason we've introduced a new payment Type of Miscellaneous Refund.
It's important to note that a Miscellaneous Refund is merely a record of a refund having been made and is not linked in any way to the Caterpay payment gateway.
On the Finance tab within the booking record, click Add new to add a new payment.
From the Purpose drop-down list, select Refund.
Then from the Type drop-down select Miscellaneous Refund.
The Amount field will auto-fill with the full value of any existing payments, however you can edit this if you have performed a partial refund. To automatically add the refund to an existing invoice, select the invoice from the Invoice drop-down. Click the blue Save button to add the refund.
