How to Void a Payment or Issue a Refund

In Indio, you can void unsettled payments or refund processed ones. Voids cancel transactions before processing, while refunds apply to settled payments. Follow these steps for accurate adjustments.

Steps to Void a Payment (Before Settlement)

1. Access the Billing Tab
   
   1. Login
      
      
      
      
   2. Navigate to the Front Desk
      
      
      
      
   3. Use the Search Bar to find the guest’s reservation by name, confirmation number, or site. 
      
      
      
      
   4. Click on the reservation to open
      
      
      
      
   5. Navigate to the Billing tab
      
      
      
      
2. Void Payment
   
   1. Scroll down to Payments and Refunds
      
      
      
      
   2. Click the three action dots to the right of the payment
      
      
      
      
   3. Choose Void
      
      
      
   4. If this is an error, or you need to undo the void, click the three action dots and choose Revert
      
      
      
      
3. Issue A Refund
   
   1. Click the three action dots to the right of the payment
      
      
      
      
   2. Choose Refund Payment
      
      
      
   3. Enter in the refund amount and any necessary notes.
      
      
      
      
   4. Click Save
      
      
      
4. Additional Notes
   
   1. Voids can only be processed if the payment has not yet settled.
   2. If a guest needs a refund but their payment has not yet settled, voiding the payment is the preferred option.