Note: If you wish to turn off the refunding feature, please submit a support request to have it disabled.

User Permissions for refunds

Two new refund-specific Permissions are now available:

1. View refunds

2. Create refunds

You must assign access to Refunds either to selected individuals by adding desired permission(s) to the Users' profile, or by adding desired permission(s) to a defined group of team members' through an existing custom Permission Group.

To create refunds, Users must also have two-factor authentication (2FA) set up on their b4 Admin User profile. See how to set up 2FA for your Users at https://b4checkin.atlassian.net/l/cp/SBFNxRDh .

If you use OKTA to log into b4 Admin, you can turn off the 2FA requirement for refunds if desired in the property security settings in b4 Admin.

How to refund a payment

Under TRANSFORM → REPORTS, a new refund icon appears in the Details column for any payment where a refund can be created. The refund icon is a dollar sign enclosed in a circular counter-clockwise arrow. You can see this new refund icon in the DETAILS column in the following screenshot.

When you select the refund icon, a dialog window pops up in which you enter the refund amount.

A history of payments that are eligible for refunding are displayed in green.

If you enter a refund amount that exceeds the total of all previous payments, an error message lets you know that the amount you entered is not available for refunding.

Each refund also requires you enter a two-factor authentication code to confirm your identity.

Once you enter the refund dollar amount and your 2FA code, select Refund to process.

Re-posting failed payments or refunds to the PMS

When a payment or refund posting fails, an option becomes available to re-post the transaction. This option appears as the looped arrow shown at the bottom of the screenshot below.

This re-post icon simply tries to post the existing payment or refund record from TransForm into the PMS once again. It does not create a new TransForm record.

More information on error notifications is at https://b4checkin.atlassian.net/l/cp/zz7BK1X5

Viewing refunds

Users who have View Refunds permission are able to see refunds in the TRANSFORM REPORTS. “REFUND' can be selected under the Transaction Type filter on the reports screen.

The transaction details page includes a table showing all related transactions: the original payment, along with failed and successful refunds.