Retain funds in your business and give your customer the flexibility to book on their terms in the future.
When cancellations occur or refunds are requested, issuing a credit note instead of an immediate refund gives you a flexible alternative. This feature lets you retain funds within your business while giving customers the flexibility to use their credit toward future bookings.
NOTE:
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A credit note functions like a gift voucher and remains valid for 3 years (36 months) from its issue date. Once a customer redeems it, the details will be visible in your balance and within the relevant order. You can also track its status—whether applied or not—under ‘Coupons’ on your Dashboard.
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The customer will receive an email notification with their credit note details and instructions on how to redeem it.
Instructions:
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Go to the "Orders" section on your Dashboard.
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Find the order you wish to refund by searching for the Order ID. Enter the order ID in the field and then click on "Apply filter".
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Click the Order ID to open the order details.
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On the order detail page, click the "Process a Refund" button.
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Select "Class cancelled" as the reason for the refund, then enter the full amount to refund.
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Tick the box beside "Create a credit note for the refund amount instead".
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Create your message to the customer and then tick the box beside the attendee name to cancel the attendee's spot.
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Click the "Process Refund" button to finalize.
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The update, including the new credit note, will be visible on the order detail page under Payment Activity and Activity.
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