Refund Vouchers: Difference between revisions

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=== How it works ===
=== How it works ===


Utilise the Group function in Beds24 to link the cancelled booking with the payment details to a new booking.  
You have bookings that have been cancelled, you are not refunding the payments however would like to honor the payments collected for a future date.
 
This option will utilise the Group function in Beds24 to link the cancelled booking with the payment details to a new booking.  


The original booking id/reservation number will be used as the Guest Voucher code.
The original booking id/reservation number will be used as the Guest Voucher code.


=== Set up - Manage Original Booking ===
1. Booking Status = Cancelled
Open the Booking, go to "Charges & Payments" tab and delete the Charges section (usually the top row), use the red X. This will remove the Charges but leave the payment details.
Remove the existing Charges


Payments leave as is
=== Set up Booking page ===


=== Set up Booking Question ===
In order that you can link the original booking and new booking then you need to add a booking question to collect the original booking id when the guest makes their booking.


2. Add a Custom Question to your Booking page (at SETTINGS -> PROPERTIES-> BOOKING QUESTIONS), so the guest can enter the original booking id.
1. Go to SETTINGS -> PROPERTIES-> BOOKING QUESTIONS >


Create a Custom Booking Question:
Create a Custom Booking Question:
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*Usage = Optional
*Usage = Optional


=== Manage new bookings ===
=== Manage Bookings ===
 
2. Original Booking Status = Cancelled (you can manually cancel the booking or it has been cancelled by a Channel)
 
Open the Booking,
*Go to "Charges & Payments" tab and delete the Charges section (usually the top row), use the red X.
 
This will remove the Charges but leave the payment details and Payments leave as is.
 
3. New bookings
 
When a guest creates a new booking, you should see the original booking id entered in the Custom Question.
 
*Copy and paste the Original Booking Number,
*Go to the Invoice Tab of the New booking,
*Enter the Original Booking Number into the box ‘Add Existing Booking to Group’ - this will create a ‘group booking’ and add the Original value to the "Invoice" tab of the  Booking.
 
4. Create an Auto Action to send email confirmation to the guest.
 
*Go to SETTINGS -> GUEST MANAGEMENT -> AUTO ACTIONS
 
It is possible to use the Custom Question to trigger Auto Actions,
Trigger tab :-
Booking Field Does Not Contain = Custom Question X - (leave next field blank) then this auto action will only trigger if the Custom Question field is filled.


When a guest creates a new booking with details entered in the Custom Question, copy and paste the Original Booking Number, go to the Invoice Tab of the New booking, then enter the Original Booking Number into the box ‘Add Existing Booking to Group’ this will create a ‘group booking’ and add the Original value to the "Invoice" tab of the  Booking.  
Message tab :-
Enter the text you need to send to the guest with/without a payment link if there is additional payment required.


*Set up an Auto Action to confirm to the Guest their original booking/payments have been applied to the new booking and provide the Booking details.


*Setup an Auto Action to send Payment Request if payment required.


== Option 2 - If you want to view/keep the original charges made on the 'original booking' ==
== Option 2 - If you want to view/keep the original charges made on the 'original booking' ==
Retrieved from "https://wiki.beds24.com/index.php/Refund_Vouchers"