House Account - How to Add or Refund Payments

1. Go to House Accounts page and click on House Account where the payment should be added

2. Click Add/Refund Payment button
3. Select Add Payment

4. Enter the amount
5. Select the Payment Method
6. Choose to either charge (only for accounts with payment gateway enabled) or record previous payment (don't charge)
   • Post with current date and time - When this box is checked the current date and time will be posted for the transaction when you click "Continue" button. You can uncheck if you are adding a transaction for the past.
   • If you choose the Record previous payment (Don't charge) option, the system will add the payment as a record and won't charge the card.
7. Enter and store credit card details - Check the box if you are charging a card with details not already in the system.

8. Add notes if desired
9. Click Continue

You may void the payment (delete the record) by clicking the "x" sign next to it.

1. Go to House Accounts page and click on House Account where the refund should be added

2. Click on Add/Refund Payment button
3. Select Refund Payment

4. Select the Payment Type
5. Choose the Refund Type
   • Capture/Note Existing Refund - will add refund as a record to your house account, won't refund previously charged amount to credit card
   • Refund Payment Gateway Transaction - will actually process refund to previously charged credit card through Cloudbeds PMS (will only be active with payment processing option enabled)
6. Enter the refund amount
7. Select the date
8. Enter your notes if desired
9. Click on Add Payment

Refund will be displayed on House Account in blue color