How to Add a Refund to a Document
You can record a refund in Event Temple by entering a negative payment amount within the Booking’s Payments tab.
Steps
Open the Booking that includes the invoice or payment you want to refund.
Go to the Payments tab.
Click + New Payment.
In the Amount field, enter the refund as a negative value (e.g.,
-200.00).Set the Payment Date to the date the refund was issued.
Select the appropriate Payment Type (e.g., Credit Card, Check, EFT).
Add a note to indicate that this entry represents a refund (optional but recommended).
Link the refund to the correct Invoice from the dropdown list.
Click Create to save.
The refund will now appear in the Payments list and automatically adjust the total amount paid on the linked invoice.