By following the instructions below, you’ll be able to change the mapped client of an existing contact to any client already in the system.
1: On the Optimo site, Go to Finance>Sales Ledger.
2: Search by the booking reference.
3: Untick the 'Only allocated' checkbox & click on the Filter button.
4: Select the payment you want to refund.
5: Click Refund/msdyn_blobfile/$value)
6: Select the Payment type, enter the required details on the Refund pop-up and Save.
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Step 7: Once refunded, select the payment and Click Match. (Recommended to select one payment at a time to match)
1: On the Optimo site, Go to Finance>Sales Ledger.
2: Search by the booking reference.
3: Untick the 'Only allocated' checkbox & click on the Filter button.
4: Select the payment you want to refund.
5: Click Refund
6: Select the Payment type, enter the required details on the Refund pop-up and Save.
Step 7: Once refunded, select the payment and Click Match. (Recommended to select one payment at a time to match)