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Cancel a Booking and Issue a Refund

Step-by-step guide to cancel a client's booking and process their refund

Cancel a Booking and Issue a Refund

Learn how to cancel a booking and process refunds for your customers.

Video coming soon1:30

When to Use This

Use this workflow when:

  • A client cancels their reservation
  • You need to return their deposit (full or partial)
  • The original invoice needs to be closed

Before You Start

Make sure you have:

  • The invoice number or client name
  • Confirmation of cancellation terms (full/partial refund)

Steps

Find the Invoice

Navigate to Invoices and search for the client or invoice number.

Open Invoice Actions

Click the invoice to open the detail panel, then select Actions → Issue Credit.

Select Refund Type

Choose Refund and enter the percentage or amount to refund.

For partial refunds, the remaining amount becomes a cancellation fee.

Confirm and Process

Review the summary and click Process Refund. The client will receive an email confirmation.

Using the AI Assistant

You can also say:

"Reembolsar la factura 0032 al 100%"

or

"El cliente García canceló, quiero devolverle el depósito"

The assistant will guide you through the same process.

What Happens Next

  • Credit memo is created
  • Invoice status updates to "Refunded"
  • QuickBooks syncs automatically
  • Client receives refund confirmation email

Record a Payment

How to record payments received from customers

Rollover Credit to Next Season

Keep customer deposits as credit for the next season

On this page

Cancel a Booking and Issue a RefundWhen to Use ThisBefore You StartStepsFind the InvoiceOpen Invoice ActionsSelect Refund TypeConfirm and ProcessUsing the AI AssistantWhat Happens NextRelated