Subtitle: Manage unpaid transactions, stop automated retries, and correct financial records for scheduled payments.
IMPORTANT:
- CAN CANCEL: Charges with status Due, Failed, or Paused. This stops the money from ever being collected.
- CANNOT CANCEL: Charges with status Paid. You must use the Refund option for these.
1. Step-by-Step: Canceling a Charge
You can cancel an eligible charge either from the central Charges table or directly from the specific reservation.
Method 1: From the Specific Reservation View
- Go to Reservations and select the booking.
- Scroll down to the Guest Payments section.
- Locate the charge (Status must be Due, Failed, or Paused).
- Click on the three dots (...) next to the amount.
- Select Cancel.
- The status will update to Cancelled, and all future retry attempts will stop.
Method 2: From the Central Charges Table
- Go to Reservations > Guest Payments > Charges.
- Filter for the specific reservation.
- Click the three dots (...) and select Cancel.
2. Why is the "Cancel" Option Missing?
If you don't see the "Cancel" option, it is usually due to one of these three reasons:
| Reason | Explanation | Solution |
|---|---|---|
| Edit Mode | The reservation is currently being modified. | Save or discard changes to exit Edit Mode. |
| Paid Status | The money has already been successfully collected. | Use the Refund option instead. |
| Permissions | Your user role lacks financial editing rights. | Ask an Admin for "Financial Reporting" (Modify) access. |
3. Financial Impact & Reporting
Canceling a charge permanently stops the payment flow for that specific transaction. It will no longer show as an outstanding balance in your invoices and will be excluded from "Expected Revenue" reports.