How do I add notes to a refund?

Modified on Thu, 8 Aug at 3:13 PM

Click on 'View Transactions' from the Manage Reservations screen and clicking either the RES or RES drop down arrow and then press the "+Add Transaction" button. As you are filling out the details, you will see that there is a field called "Additional Info" for you to add notes:



Once you have added the additional info, ensure you click the '

' icon on the screen so it opens up fully on the side you have added the refund (the icon highlighted at the top of the below screenshot) and then you will see an 'i' icon under the 'Refund' column, hover over this and it will show the notes in a speech bubble.



Please note the 'split view' icon can also look like this if you're on the transaction screen to see both the RES and RESX. 



If you utilise this function in combination with the refunds report in the Reports > Finance > Refunds section of HOP, you can then monitor all refunds accordingly.

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