Shift4 Credit Card Refund Process in RezExpert

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Overview

This document provides a step-by-step guide for making a Shift4 credit card refund in RezExpert.

Prerequisites

  • Access to RezExpert.
  • Necessary permissions to process refunds.

Steps

  1. Select Reservation or Search for the Client
    - Navigate to the reservation or search for the client in the system.

  1. Select Guest Folio
    - Access the guest folio associated with the reservation.

  1. Go to Charges/Payment and Click Shift4
    - In the guest folio, go to the Charges/Payment section and select Shift4.

  1. Enter the Payment Type and Negative Value
    - Input the payment type and the negative value that you wish to refund.

  1. Enter Payment Information
    - Provide the necessary payment information for processing the refund.

  1. Click Continue
    - Finalize the refund process by clicking Continue.

Troubleshooting

  • Ensure all information is entered correctly to avoid processing errors.
  • Verify permissions if unable to access the refund functionality.