TABLE OF CONTENTS



If you need to refund an attendee, you can record the refund in GEVME to update the order and payment records accordingly.


Create a Refund

  1. From the left navigation menu, click Orders



        2. Select the order you want to refund.



        3. This will open up the Order Details screen for that order:



As it can be seen in the screen above, this order's payment status is completed, the total amount for the order is $200.00 and it is fully paid. The amount due is 0.00. 


All these details can be seen in the box on the right of the Order Details screen:



        4. Click on the Transaction button in the toolbar, then on Refund in the dropdown which appears:



        5. This will open up the New Transaction - Refund popup:



Following is an explanation of each option:


Date
The date the refund is recorded.


Type
Select the refund method.

  1. At the Event
  2. Cash
  3. Cheque
  4. Custom
  5. Offline Credit Card
  6. Other Payment
  7. Paypal
  8. PayNow
  9. Telegraphic/Bank Transfer
  10. Stripe Checkout


Amount
Enter the refund amount.


Description
Optional. Add a reference such as a cheque number or bank transfer reference.


Printout Note
This option allows you to specify a note which will be shown on the transaction printout. This also is optional.

6. Create a matching credit transaction
Leave this selected to offset the refunded amount against the account balance.


7. Submit
To record and confirm the refund transaction, click on the green Submit button.


Refund with GEVME payment gateway

If the original payment was collected through the GEVME Payment Gateway, you now will be able to select GEVME Payment Gateway as the refund method.


What is Gevme Payment Gateway? More information can be found here.



The refund request will be created with a Pending Approval status.


After submitting the request, you can contact the Gevme Finance team with the Order ID and your authorisation to have the refund initiated.


Refund with Stripe Checkout

If the original payment was collected through the Stripe Checkout, you now will be able to select Stripe Checkout as the refund method.


If you select Stripe Checkout as the refund method:

  • The refund is automatically processed in Stripe.
  • A refund record is automatically created in GEVME.
  • The system checks the available refundable balance and prevents over-refunding.
  • A warning message is displayed if the refund may have already been processed in Stripe.


The system will also check the available refundable amount to prevent refunds that exceed the remaining balance for the order.


Important: Automatic refund processing is only available when Stripe Checkout is selected as the refund method.

Cancel an Order

1. To cancel an attendee's order, follow the instructions in this article: Cancelling the Order 

2. When refunding a duplicate payment, do NOT select Create a Matching Credit Transaction.

Because a valid payment already exists for the order, no additional credit transaction is required.