There are two ways to record refunds in Event Temple. Each has benefits and limitations, so choose the option that best fits your organization.
Option 1 – Add Refund as a Payment:
Go to the Payments sub-tab within your Booking.
Enter a negative dollar value in the Payment Amount field.
Click Save.
Pros: Refunds entered this way can be reported on.
Cons: They will appear on invoices but do not appear on documents.
Option 2 – Add Refund Using a Menu Item:
Create a Menu Item titled “Refund” and add it to your booking with a negative value.
Assign it to an existing or new revenue category.
Pros: Refunds can appear on both invoices and documents, and are reportable.
Cons: Requires deciding on the appropriate revenue category.
Additional Information:
For refunds via Stripe, you must process them directly in Stripe.