You can collect payment on a booking from the TripWorks app with a paired card reader, a card typed in by hand, or cash, and refund a payment from the same booking.

Collect a payment

1. Open the booking and choose Collect Payment. The screen shows the confirmation code and the amount due.
2. Choose how the guest is paying:
3. The card reader. Pair a Stripe M2 reader first. See Pair a scanner, card reader, or printer with the TripWorks app.
4. Enter Card Manually. Type the cardholder name and card details.
5. Pay by Cash. Enter the amount received.
6. Skip for Now. Choose Reserve Trip to hold the booking, or Leave as Draft.

After a payment the booking shows what's paid and the balance due. The payment also appears on the trip's Payments tab on the web. See Record payments on a trip.

Refund a payment

You can refund all of a payment or only part of it from the app. Nothing is refunded until the last step, so it's safe to open the refund screens and look.

1. Open the booking and choose Actions, then Refunds. You see each payment on the booking, with any refunds already issued against it.
2. Tap Issue Refund on the payment you want to return. If part of it was already refunded, the button reads Refund more and shows how much is left.
3. Set the Amount. It starts at the most you can refund on that payment (shown as Max refundable). Leave it for a full refund, or type a smaller amount for a partial refund.
4. For a cash, check, or other non-card payment, choose the Refund Method you used to pay the guest back: Cash, Check, Wire Transfer, or Other. A card payment is refunded to the original card, so there's no method to pick.
5. Add a Note explaining the refund. A note is required.
6. Tap Review Refund and check the Refund Summary (payment, amount, method, and note).
7. Tap Confirm Refund. This is the step that processes the refund. Tap Back instead to change anything.

Limits to know:

• You refund one payment at a time. If the guest paid in more than one payment, refund each one separately.
• The amount can't be more than what's left on that payment. A payment with nothing left shows Fully refunded.
• Card refunds are available once your account is live, and a submitted card refund can't be canceled.
• You need the Refund payments back to customers permission to complete a refund.

For how refunds work in general, including timing and fees, see Refund a payment.

Print a receipt

Pair a Star printer first (Settings → Pair Printer). Then open the booking, tap Actions, and choose Print Receipt. Once a printer is paired, Settings also lets you turn on Print Boarding Pass on Check-In and set a Receipt Footer.

Card readers the app supports

The app pairs the Stripe M2, a handheld reader that connects over Bluetooth. The WisePOS E countertop reader and Tap to Pay on iPhone aren't available in the app.

Frequently asked questions

Related

• The TripWorks mobile app
• Record payments on a trip
• Set up card readers