Refund with a Future Travel Credit in ClientBase Windows

Step 1: Open the Res Card and retrieve the reservation. Change the Reservation's Booking Status to Cancelled. 

Step 2: Add a remark noting the amount of the travel credit and restrictions, if applicable.  These can be added to Itin/Invoice remarks at the Reservation level, Service Provider level or to Branch Remarks.  See the highlighted areas on the invoice below.   

Step 3: Select Generate Invoice and check Include Refunds. In the Form of Payment section, remove the form of payment if one is populated.  Select the original booking, and at the payment amount, choose 'Refund'.  Change the ‘Submit to’ to CommTrack and uncheck ‘Show As Paid’.  

Step 4: Preview the invoice to ensure the amounts are zero and the remarks are where you want them to appear on the invoice, then generate the invoice. The Res Card shows a zero-dollar balance.