Finance & BillingPurpose
1.2. Automates data retrieval from bookings, payment gateways, and customer support to identify eligible refund and chargeback cases.
1.3. Automatically initiates refund requests, collects relevant documentation, monitors status updates, sends notifications, and records all actions for auditability.
1.4. Automates reconciliations with accounting systems and updates guest profiles and loyalty programs as required.
1.5. Automates compliance with financial and data privacy regulations during chargeback and refund processing.
Trigger Conditions
2.2. Automates chargeback notification received from payment processor or bank.
2.3. Scheduled review of transaction exceptions or disputes logged in the Property Management System (PMS).
2.4. Automated triggers from negative guest feedback or complaint forms indicating refund eligibility.
2.5. Internal staff submission or finance workflow automation flagging overcharge/duplicate charges.
Platform Variants
• Feature/Setting: Refund API — automates creation and tracking of refund objects for payments.
3.2. PayPal
• Feature/Setting: Refund Payment API — automates full and partial refunds with instant guest notification.
3.3. Square
• Feature/Setting: Payments Refunds API — automates refunds and status monitoring within Square Dashboard.
3.4. Adyen
• Feature/Setting: /payments/refunds endpoint — automates card and alternative payment option refunds.
3.5. Braintree
• Feature/Setting: Transaction refund method — automates initiation and status tracking of chargebacks.
3.6. Salesforce Service Cloud
• Feature/Setting: Case Management Automation — automates intake and routing of refund disputes.
3.7. Oracle OPERA PMS
• Feature/Setting: Custom workflow automation — automates flagging and processing refund transactions.
3.8. SAP Concur
• Feature/Setting: Automated expense reconciliation — flags excessive/duplicate charges for automated refunds.
3.9. QuickBooks Online
• Feature/Setting: Refund Receipt Automation — automates creation, tracking, and closing of refund transactions.
3.10. Xero
• Feature/Setting: Automated Credit Note creation — automates recording of refunds and financial adjustments.
3.11. Zendesk
• Feature/Setting: Automated Ticket Workflows — auto-escalates chargeback/refund requests based on ticket type.
3.12. Freshdesk
• Feature/Setting: Workflow Automations — automates assignment, approval, and documentation of refund cases.
3.13. Genesys Cloud
• Feature/Setting: Automated customer contact workflows — automates guest notification and query management.
3.14. Twilio SendGrid
• Feature/Setting: Email Automation API — automates refund confirmations and chargeback case updates.
3.15. Slack
• Feature/Setting: Workflow Builder or API — automates alerts to finance teams during refund escalations.
3.16. Trello
• Feature/Setting: Automated card creation via API — automates tracking of chargeback investigations and outcomes.
3.17. DocuSign
• Feature/Setting: eSignature automation — automates guest or manager authorization for large refunds.
3.18. OneDrive
• Feature/Setting: Automated file uploads via Microsoft Graph — automates backup of supporting documentation for audits.
3.19. Microsoft Teams
• Feature/Setting: Adaptive Cards automation — automates communication of refund status and case handoff.
3.20. Google Sheets
• Feature/Setting: API Automation — automates data logging for refunds/chargebacks and reporting to management.
Benefits
4.2. Ensures consistent, auditable documentation and automated compliance for every transaction.
4.3. Reduces manual processing and errors, enhancing team productivity through workflow automation.
4.4. Automates multi-channel communication, keeping guests informed and increasing satisfaction scores.
4.5. Automated data logging enables real-time tracking, facilitating better financial analysis and fraud detection.