How to refund?

This feature is available for upgraded accounts only.

💡Refund procedures may vary for different organisations. Before initiating a refund 
through the system, please consult with your account administrator.

1. Online Refund
2. Offline Refund
3. Reissue Receipt
4. Print Receipt with Refund Record

Online Refund (Stripe)

Each online refund will be automatically transferred to the user's bank account associated with the payment. Follow these steps to initiate a refund:

Full Refund

You can refund the full amount to the user at once.

1. Find the item that requires a refund in the online payment list.
2. Click ” ⋮ “ at the end of the item and select View Details.
3. Click on Refund to add a refund transaction.
4. Type: Select Full Refund as the refund type.
5. Remarks: Provide an additional explanation for the refund reason.
6. Click on Refund to close this interface.
   
   

Partial Refund

You can initiate multiple refunds for the same item until the total amount is reduced to $0.

1. Find the item that requires a refund in the online payment list.
2. Click " ⋮ " at the end of the item and select View Details.
3. Click on Refund to add a refund transaction.
4. Type: Select Full Refund as the refund type.
5. Amount: Enter the desired refund amount.
6. Remarks: Provide an additional explanation for the refund reason.
7. Click on Refund to close this interface.
   

Offline Refund

Offline refunds (except Stripe) can be processed in offline payments such as cash or by cheque. After completing the refund, staff members need to record the refund transaction in the portal for internal records. Follow these steps:

Full Refund

You can refund the full amount to the user at once.

1. Find the item that requires a refund in Online Payments.
2. Click ⋮ at the end of the row and select View Details.
3. Click Refund.
4. Type: Select Full Refund.
5. Remarks: Provide an additional explanation for the refund reason.
6. Click Refund to close this interface.
   

Partial Refund

You can initiate multiple refunds for the same payment until the total amount is reduced to 0.

1. Find the item that requires a refund in the Online Payments.
2. Click ⋮ at the end of the row and select View Details.
3. Click Refund.
4. Type: Select Partial Refund as the refund type.
5. Amount: Enter the expected refund amount.
6. Remarks: Provide an additional explanation for the refund reason.
7. Click on Refund to close this interface.
   

Reissue Receipt

If there were errors in the entered data, such as the participant's name or activity name, rendering the existing receipt invalid, you can reprint the receipt for the payment.

1. Click Reissue Receipt on the user's payment details page.
   
2. Enter remarks for the receipt.
   
3. Enter the reason for reissuing the receipt (for internal use only).
4. After verifying all the data is correct, choose Confirm or Confirm and Print

Print Receipt with Refund Record

1. You can generate a receipt with a refund record after completing the refund.
2. Click Receipt.
   
   
3. You will be directed to the preview page of the receipt. After verifying all the data, click Confirm.
4. Click Printto print the receipt.