Taking money and giving it back
Connect Stripe. Refund the right amount. Keep a gift card honest.
Written from Help and the product pages. Training videos are not up yet.
The questions
How do we start taking cards?
Go to Account Info → Accept Payments, click Connect Stripe, finish Stripe's authorization, verify the business, and link the bank. Once connected, you can accept payments.
Read payment setup, then start a page.
How do I take payment when someone books by phone?
Online bookings collect payment at checkout. For a manual booking, enter the card or send a payment link. Use a saved card later for a balance or an extra charge.
Read collecting payment.
How do I send money back?
Open the booking or cart, click Refund, enter the full or partial amount, confirm, and the money returns to the original payment method.
Read refunds, then deposit-aware refunds.
Can a refund follow the deposit rules we already published?
Deposit-aware refunds respect the window, the prepaid lines, and an operator override, with an audit trail. Staff apply the terms you published instead of a vibe at the counter.
Read deposit-aware refunds, then cancellations.
How do I cancel a booking and free the unit?
Find it under Bookings → Your Bookings, click Cancel, choose the refund type (full, partial, voucher, or none), give a reason, and confirm. The system handles the refund path you picked and releases inventory.
Read cancellations.
When does the money hit our bank?
Stripe sends payouts to your bank on its schedule, usually 2–7 days after payment. Set payout timing in your Stripe dashboard.
Read payouts, then connect Stripe if you have not.
How do I resend a receipt?
Receipts send automatically after a successful payment. Open the booking and choose Send Receipt to resend. Stripe also provides a hosted receipt for the card used.
Read receipts.
How do we sell a gift card?
Go to Account → Gift Cards, click New, select Gift Card, enter the amount and recipient, and process payment. For a promotion, choose Coupon (percent off) or Discount Code (fixed amount).
Read creating gift cards, then redeeming.
How does a guest spend a gift card?
They enter the code in the Gift Card field at checkout. The balance applies to the total. If it covers the full amount, no card payment is needed.
Read redeeming gift cards, then tracking balances.
Where do I set what one rental costs?
Open the unit, find Timeslots, add a timeslot, and enter the price. For flexible timeslots, set a price for each duration option.
Read base rates, then weekend pricing.
How do I charge more on weekends?
Go to Account → Pricing → Create with Rex. Say the rule in plain English and review what Rex configured. Or create it by hand with conditions (days, dates, booking window) and an adjustment (percent, add, subtract, or fixed).
Read dynamic pricing, then Rex pricing help.
How do I add a cleaning fee and sales tax?
Add cart line items for cleaning, fuel, or service charges. Set the tax rate in Account → Account Info so sales tax calculates on bookings.
Read fees and taxes, then itemized pricing.
Can I honor a price I already quoted on the phone?
On an internal reservation, expand Booking Strategy and turn Customize booking on. Change the price for a phone quote, discount, or comp. Change the payment plan to split, invoice, or waive a balance. The Order Summary shows what the customer will see.
Read booking strategy.
Can guests buy weather protection at checkout?
If you use Sensible Weather, go to Account → Account Info → Integrations → Sensible Weather, enter Client ID, Client Secret, and Product ID, and enable checkout display. Guests then see the option during checkout.
Read Sensible Weather, then the weather-call question.
How do I make a 15% off code?
Go to Account → Gift Cards and use the wizard. Choose Coupon for a percent off, or Discount Code for a fixed dollar amount. Set the code, the value, and an expiration if you want one. Guests enter it in the cart.
Read discounts, then selling a gift card.
What is the difference between a gift card, a voucher, and a coupon?
Gift cards are prepaid credit someone buys. Vouchers are issued by you for a rain check or service recovery. Coupons are percentage discounts.
Read gift cards, then discounts.
Do gift cards expire?
You can set an expiration when you create the card. If you leave it blank, it stays valid.
Read gift cards, then tracking balances.
How do I check a gift card balance?
Go to Account → Gift Cards, search the code, and read original value, remaining balance, and redemption history. Filter by Active to see cards that still have money on them.
Read tracking gift cards, then exporting reports.
How do I see a card we already have on file?
Open the booking, click Manage payment methods in the payment section, and you can view saved cards, add one, set a default, or remove one. RecSystems stores tokens, not full card numbers. Staff manage cards from the dashboard. You can charge a saved card later for a balance at check-in or a damage fee.
Read saved payment methods, then card on file.
How do I see the exact total before I quote it?
Start a booking for that unit and those dates. The cart shows the full breakdown: base rate, add-ons, fees, taxes, and any dynamic rules. Read that total on the phone. You can leave the cart if they do not book.
Read the price preview, then the phone-quote question.
How do I discount people who book at the last minute?
Create a Last Minute price rule with a booking window maximum of 2 days and a negative percent, like -15%. Bookings made inside that window get the discount.
Read dynamic pricing, then promo codes.
If two price rules both match, do the percents add?
Only if you mark the rules cumulative. Cumulative rules run in priority order. Percents multiply: +25% then +30% is 62.5% more (1.25 × 1.30), not 55%. Non-cumulative is the default and stops later rules.
Read dynamic pricing, then the price preview.
What's the difference between Invoice and House Account?
Both keep the remaining balance off the counter. Invoice is a one-off corporate bill you send through your own AR. House Account is an ongoing tab. An admin has to turn those options on. RecSystems does not ship a separate invoice builder.
Read booking strategy, then receipts.
What does Waive balance actually do?
It forgives whatever is left after the amount you take now. The receipt says Balance Waived, the confirmation shows zero due, and check-in skips collecting at the counter. Admin permission is required. Comp is a different price action and also needs admin unless you turn it on for staff.
Read booking strategy, then refunds.
Can I take cash or a check?
Yes, on a manual booking. When you process payment, choose Manual Payment and pick cash, check, or other. Enter a reference number for your records.
Read creating a booking, then taking payment.
What if they never pay the rest of the deposit?
Unpaid balances show in the dashboard. Send a reminder, collect at check-in, or charge the card on file. The deposit setting is account-wide; for one booking, adjust payments on the booking details.
Read deposits, then collecting payment.
Start a booking page
Written from Help and the product pages. Training videos are not up yet.