On the Premium and Professional packages you have the option to refund a booking in full but retain an admin fee.
The feature means you can retain a % or a flat amount for the work involved in facilitating a refund of a booking.
The small monthly fee for the packages will soon be covered by the payments retained, and you will also have access to all the other benefits of these 2 packages!
As a Premium or Professional package user already, these are the steps you need to take to retain a fee:
Locate the booking you want to refund
Use either the 3 dots to the right of the booking or select Full Refund at the top of the page when in the booking
You will be given 3 choices:
Cancel (if you want to abort the process)
Custom refund (retain a fee)
Full refund (proceed to refund in full with no fee retained)
Select Custom refund
Professional package users can refund to Credit or Stripe:
On the Refund Booking screen you input the details of what % or what flat amount you want to refund:
You can manually select a % or use one of the preset loaded ones
OR you can input the exact amount you want to be refunded
The total amount of the booking shows in the top right of this box to help you
You can also add an internal note to the refund
Once happy with the details confirm by clicking the Refund button
The booking will now show as refunded and the Admin fee is detailed on the summary:
On the Event Summary report the Items will also show as refunded but the retained fee will be detailed in the Income section:
And also on the HM transactions report:
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