Processing PayTrace Refunds in RezExpert

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Overview

This document provides a step-by-step guide for making a refund through PayTrace in RezExpert for the first time.

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
    - Click on "Charges/Payment" and select "change" on the transaction that is to be refunded.

  1. Ensure ‘Reverse Payment’ is Selected
    - When prompted, ensure that the ‘Reverse Payment’ option is selected.

  1. Submit and Confirm
    - Click "Submit" to process the refund.
    - Confirm the action by clicking ‘yes’ when prompted.

Troubleshooting

  • Ensure that you have the correct permissions to process refunds.
  • Verify that the correct transaction is selected for refund to avoid errors.