Frontdesk Training: Credit Notes & The Finance Doc

7 Questions

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Credit Quizzes & Trivia

A quick test to see if you've been listening and understand, let's give it a go!


Questions and Answers
  • 1. 
    Why do we offer credit notes?
    • A. 

      Because we're nice

    • B. 

      To encourage the guest to book with us again and to reduce the discount/ refund amount

    • C. 

      Because refunds are boring

  • 2. 
    How long are credit notes valid for?
    • A. 

      6 months

    • B. 

      1 year

    • C. 

      It depends

  • 3. 
    Can a credit note be used in a different city to the one in which it was issued?
    • A. 

      Yes

    • B. 

      No

    • C. 

      Only sometimes

  • 4. 
    When issuing a credit note, which below option is correct?
    • A. 

      Tell your colleague, update the credit note doc, email the guest

    • B. 

      Email the guest, input info into the credit note doc, make a note on the related booking record

    • C. 

      Create a gift certificate, email the guest, input info into the credit note doc

  • 5. 
    Why might it be difficult to find an issued credit note when someone wants to redeem it?
    • A. 

      Because the credit note doc has changed

    • B. 

      Because the guest may be lying

    • C. 

      Because the guest may have booked with a different email address previously

  • 6. 
    Where would you track a pending bank transfer?
    • A. 

      OFS credit notes doc

    • B. 

      Inbox

    • C. 

      Cases

    • D. 

      Bank Transfers sheet in Finance Doc

  • 7. 
    Where do you ask finance to transfer a captured payment over to another booking record?
    • A. 

      Bank Transfers sheet

    • B. 

      OFS credit notes

    • C. 

      Res Inbox

    • D. 

      Refunds & Payments sheet in the Finance Doc