Enabling Linked Refunds (Cloud)

Enabling Linked Refunds (Cloud)

Linked Refunds ensures that all credit card refunds are tied to an original transaction on the folio. Enabling this setting changes how refunds are processed by restricting them to previously charged cards and validated amounts, helping improve accuracy and reduce refund errors.
Path: Management > Interfaces > All Interfaces > Select the Credit Card Interface

Instructions

Linked Refunds is controlled through the Credit Card Interface settings and can be enabled in just a few steps.

1. In the Processing Information section, locate the Flags area.
2. Find Require Linked Refunds and check the box to enable the feature.



3. Click Save to apply your changes.



What Happens After Enabling

Once enabled, the refund process will change across the system:
  1. Refunds must be tied to an existing credit card transaction.
  2. Users will no longer be able to enter free-form refund amounts.
  3. Refund amounts are validated against the original transaction.
These changes apply immediately and affect all users processing credit card refunds.
Info
Important Notes
  1. This setting applies only to credit card refunds.
  2. The feature controls refund behavior within the PMS and does not modify external processor handling at this stage.
  3. It is recommended to inform staff before enabling, as the refund workflow will change.

Still Need Help With This Topic?

Ask Yourself:
  1. Have you selected the correct credit card interface?
  2. Was the setting saved after being enabled?
  3. Are refunds still being entered as free-form amounts?
Support May Ask You:
  1. Which credit card interface is being used?
  2. Has the Require Linked Refunds flag been enabled and saved?
  3. What behavior are you seeing when attempting a refund?
  1. Linked Refunds in Visual Matrix PMS (Cloud)
  2. Processing Credit Card Refunds with Linked Refunds (Cloud)

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