Process a partial refund without cancelling your customer's booking.
Partial refunds may come in handy for many situations, not limited to but including:
When you want to retroactively apply a voucher/discount on behalf of a customer
When you want to reduce and refund a customer for a number of sessions within their Bundle
When you want to want to offer a goodwill gesture for any issues during booking/your service
When you want to refund a customer for a number of guests on their private booking (paid for via the private payment link)
There are three places where you can process a partial refund:
Timetable (for regular, termly or bundle bookings)
Customers (for regular, termly or bundle bookings)
Invoices (for private payment links)
From the Timetable
Click on 'Timetable' in your left-hand navigation.
Scroll down, or use your filters to find the date your customer has booked. Then click on the date to open the session page.
Find the customer from your list and open the 3 dot menu next to their booking, then click 'Refund'.
This will open a pop-up that asks you to select a reason and write a message for the customer:
N.B. If you are fully refunding a booking, this will always cancel the booking as well. If you choose to partially refund, you have the choice to also cancel the booking or not.
To process a partial refund, tick the 'Partial refund?' box and enter an amount:
You'll notice this then allows you to 'Also cancel booking?', or to leave the box unticked, and the booking confirmed.
Click Refund and wait for your page to reload. The booking in your Timetable will now show that is has been partially refunded:
From Customers
Under the 'People' section in your left-hand navigation and open 'Customers'.
Search for your customer using their name or email, then click 'View'.
Scroll down until you find the Purchase that you would like to refund, open the 3 dot menu and click 'Refund'.
You can then follow the same steps via the pop-up as above.
From Invoices
If a customer has paid via a private payment link, you cannot refund their booking from the Timetable or Customer page. This is due to private payments being divided into instalments, and it is the instalment you need to partially refund/refund, not the booking.
Under the 'Services' section in your left-hand navigation, open 'Invoices'.
Search for your customer using their name or email, then click 'View'.
Under 'Payment History', find the instalment you wish to refund, open the 3 dot menu and click 'Refund'.
You can then follow the same steps via the pop-up as above.
N.B. For private payment instalments, you can only refund as much as the value of that instalment, so you may need to process a refund from more than one instalment in order to refund the amount you wish.
If you have any issues partially refunding a booking, please email us at support@baluu.co.uk