Issuing Refunds in the Event Dashboard
Event organizers can issue refunds through PheedLoop. This is typically done in cases where an attendee may no longer be able to attend an event and requests a refund. Refund payments will be sent through our payment processor, Stripe.
Please note, PheedLoop does not refund the transaction fee with Stripe. To receive a refund on the transaction fee, please reach out to Stripe directly.
Contents
How to Set up a Refund Using PheedLoop
- From the Event Dashboard, navigate to Registration > Order and select the order you wish to refund from the list
- Scroll down to Payments
- Next to the payment, select Actions > Issue Refund
- Under the Refund Amount field, enter the dollar amount to be refunded
- Here, you can either do a partial refund or refund the full amount.
- Select Save Changes
The refunded amount will be reflected on the Finance Summary section of the order. We recommend removing the tickets associated with the order to prevent the amount shown in the Finance Summary.
Please note, if you are using an alternative payment processor such as PayPal, you may need to conduct refunds manually from that provider.
Conducting Refunds for Other Forms of Payment
You are also able to process a refund in PheedLoop when the Allow Other Payments checkbox is enabled in your Category Settings. This option is popular for registrants who want to use a payment method other than a credit card such as cheque, wire, invoices, and more.
When processing a refund here - please note it’s still up to you to issue the refund manually from whatever payment method you are looking to do. The amounts will still be updated in the Event Dashboard for accounting purposes.
For example - to issue a cheque payment:
- From the Event Dashboard, navigate to Registration > Order and select the order you wish to refund from the list
- Scroll down to Payments
- Next to the payment, select Actions > View/Edit Details
- Ensure that the Select Method field is set to Other
- Once verified, close the window and conduct the refund by selecting Actions > Issue Refund
- Under the Refund Amount field, enter the dollar amount to be refunded
- Select Save Changes
Conclusion
PheedLoop provides event organizers with a straightforward process for issuing refunds, whether through Stripe or alternative payment methods. While refunds can be processed directly from the Event Dashboard, it's important to note that transaction fees are not automatically refunded by PheedLoop and must be requested separately from Stripe. For non-credit card payments, refunds must be manually handled through the respective payment method, with PheedLoop updating records for accounting accuracy. By following these steps, organizers can efficiently manage refunds while ensuring a smooth experience for attendees.