FindMyStay.in
Refunds & adjustments
Track and post folio refunds, adjustments, and credits with methods and references — and know when manager approval is required.
Finance · Academy
What this section is
Refunds & adjustments lists money returned or credited on guest folios (refund, adjustment, credit types). Post the refund on the folio (or via your refund flow) with method and reference; use this screen to filter and audit. Large refunds may need manager approval per your SOP / Approvals workflow. Service recovery comps that are not cash-back often belong under Discounts & comps instead.
In the owner dashboard
Open Refunds & adjustments under Listing / Property after you claim a stay. Same vocabulary as Help Academy.
~9 min
Typical time to read this guide and complete the screen once for a small property.
Finance · Guest billing
Run guest money correctly: folios, tax invoices, payments, refunds, corporate credit, and discounts & comps.
Help cues
When to use it
Cue 1
Cancelled stay — return advance.
Cue 2
Overcharge discovered after checkout.
Cue 3
Guest paid twice by UPI mistake.
Do this
Step-by-step
-
Open Refunds
Finance → Refunds. Filter by date/type. Open the linked folio for full context.
India example: Refund ₹1,500 · cancelled stay · folio #F-188. -
Post with proof
On the folio, post refund/credit with amount, method (UPI reverse / cash), and bank/UPI reference. Get approval if over your limit.
India example: UPI refund ₹1,500 · ref from payment app · manager OK. -
Verify ledger
Folio balance and Payments outflow should reflect the refund. Invoice/credit-note path if a tax invoice already went out.
India example: Payments shows outflow · guest confirms credit.
Tips
Same-day UPI reverse is cleaner than cash when the original was UPI. · Do not delete the original payment — refund as a separate entry for audit.
Common mistakes
Handing cash from the drawer with no folio refund entry.
Staff training
Detailed examples
Full India-hotel scenarios — same structure as Help Academy. Follow on the live screen with your team.
Example 1: Return advance on cancelled stay
Setting
Guest cancelled · ₹1,500 advance on folio · UPI original payment.
Who is involved
Front office · Manager
Refund as its own entry. Keep the advance payment line — audit needs both.
| # | What staff do | What they should see |
|---|---|---|
| 1 | Open folio → post refund ₹1,500 UPI | Balance corrected. |
| 2 | Finance → Refunds → confirm row | Listed with method/ref. |
| 3 | Manager approval if over limit | SOP satisfied. |
Pricing unlock
Which plans include Refunds & adjustments
Ready to set this up?
Claim your listing, open Refunds & adjustments in the owner dashboard, then continue Setup order.