Client accounts
Your client accounts list 2 types of clients -
Client accounts you have created on your clients behalf
Horse Monkey accounts with at least one booking for an event you have organised.
To access their booking history you simply need to click on “View events history” which will list the events they have processed bookings for, their balance as well as the credits they have available.
Organiser event summary
This event summary includes all the details of all the event transactions. It includes methods of payments, credits, a breakdown of fees and the VAT of the bookings fees you can claim back.
Refunds process - applies to booking and items
* Only bookings paid 100% through Stripe will refund directly to the client through the method of payment used.
Only bookings paid in full through STRIPE - refunds to the card used to pay this applies to the full booking or to individual items.
Bookings paid using Stripe + one other method - partial and full refunds will generate a credit on the client account.
Booking paid using any other method or a combination of methods of payment - partial and full refunds are always actioned through a credit to the client account.
Note: Based on the feedback provided by our clients, we needed to make the funds available to rebook or reuse this is why refunds create a credit note so that the funds can be immediately applied to another booking.
How to review a summary
Using as an example a booking paid with a combination of Credit and STRIPE = refunds create a credit to the client account.
A partial refund is applied which affects 5 areas
The detail of the individual item
The payment summary section
The booking history detail
The credits generated
The credits used / available
To review this in more detail below there is a closer look at these sections
Manually updating credits used
You can update credits you have paid out in situ and add a note by selecting the action dots on each individual credit used.