Step-by-step guide
Discounts, refunds & payment approvals
Let the owner review quotation discounts, booking-token refunds and staff requests to correct or reverse a vehicle payment.
In this guide
Where to find it
Finance → Approvals
Before you start
- Keep the original agreement or payment and the reason for the request ready.
- The owner reviews requests. Refund approval is recorded only after the actual refund has been made outside the app.
Submit the right request
Staff quotation discounts go to owner review. Request a token refund from a cancelled or expired agreement. Use Request payment correction / reversal in Approvals for an existing vehicle payment, with a reason and correction details when needed.
Review in the side panel
The owner opens Review approval or Reject and records a review note. Pending financial changes are checked again against the current agreement or payment before they are applied.
Confirm refunds accurately
A refund approval records money already returned to the customer outside the app. Make and verify the refund before approving it. The app does not initiate a bank transfer.
Check the resulting records
After approval, review the agreement or payment history and balance. Rejected requests do not apply the requested change. Review history is kept for accountability.
What to enter
Use this alongside the fields shown in your workspace.
| Field | How to use it |
|---|---|
| Reason | Explain the requested discount, refund or correction clearly. |
| Review note | The owner records why the request is approved or rejected. |
Worked example
Sample dataIllustrative values, not a screenshot or live customer record.
- Booking token
- ₹20,000
- Request refund
- ₹20,000
- Owner review
- Pending
The example refund remains a request until owner review. Approving records an already-paid refund; no money is sent by the app.
Common issues & fixes
A request is stale or already reviewed
Refresh and inspect the agreement or payment. Submit a new request only after reviewing the current state.