Refund Reasons

Refund reasons help you track why refunds are being issued across your resort. All refunds made by team members require a reason and a brief explanation, providing detailed data for refund reporting and analysis.

Where to Find Refund Reasons

1. Click on Accounting in the left sidebar.
2. Under the Accounting Setup section, click on Refund Reasons.

Creating a Refund Reason

1. Click the Plus icon in the upper right corner of the page.
2. Enter a Title for the reason. This title appears in refund reports and when team members select a reason.
   • Example: Resort Closure
3. Optionally, add a Description to provide guidance on when to use this reason.
   • Example: Resort was closed on the day of reservation and could not be rescheduled to another date.
4. Click Save New Reason.

The new refund reason is now available when team members submit refunds through the Order Overview page.