Topics Covered:

• Refunds for Orders Paid by Check or Alt. Payment

• Refunding Orders Paid Through a Payment Gateway

• Choosing "No Refund" for Cancelled Orders

Notes Before You Begin:

• Recording refunds on the "Refunds" Tab on your Submissions Dashboard will NOT process a refund through your chosen payment gateway (Stripe, Authorize.net or PayPal). This is for recording purposes only.

• Sub-users at the Coordinator level will not have access to this feature.

Refunding Orders Paid by Check or Alt. Payment

The "Refunds" Tab

After an order paid via Check or Alt. Payment (outside of EventHub) is cancelled, based on your terms and cancellation policy, you will need to record a refund if one is given. These refunds can be recorded from the "Refunds" tab on your Submissions Dashboard.

Screenshot for reference:

1. Check/Alt. Refund - Refunds issued via check or an alt. payment method should be marked by clicking the check icon. Then you will mail the vendor/sponsor a check for the amount you recorded.

2. CC Refund - Refunds issued via credit card method should be marked by clicking the credit card icon. Then you will log into your payment gateway (Stripe, PayPal, or Authorize.net) and refund the the money through there. Note you are only recording the refund on EventHub.

3. No Refund - If an order has been cancelled, but will not provide a refund (as per your terms), you can select the "no refund" icon.

Payment Gateway help articles on how to refund a customer:

• Stripe: https://stripe.com/docs/refunds
• Authorize.net: https://support.authorize.net/knowledgebase/Knowledgearticle/?code=000001979
• PayPal: https://www.paypal.com/us/cshelp/article/how-do-i-issue-a-refund-help101

How to Record a Refund through the Refunds tab:

To record a refund for an order, first select the payment method for the refund. When you do, you will see the following pop-up. You can input the dollar amount of the refund, either full or partial, and the reason for the refund. If you did not issue a full refund, be sure to list why in the "Reason" field as well. Then, select "Yes" to confirm.

Screenshot for reference:

Choosing "No Refund" for Cancelled Orders

If your Event Terms and Cancellation Policy states that no refunds will be given, you can select No Refund for cancelled orders. Add any notes for the Reason of selecting No Refund in the pop-up that appears, and click Yes to confirm.

On the "Refunds" Tab

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Suggested Articles:

• Cancel an Order

• Revert a "Paid" Order Back to "Needs Payment"

• Record a Partial Payment