New Feature – Partial Refunds

When organising events and selling tickets we all know that some refunds can be inevitable and unavoidable. We also understand how frustrating it can be when you need the funds from ticket sales to help with cash flow and pay for your event expenses.

This is why we’ve created a new feature for you – Partial Refunds.

You can now select which attendees from a specific order need a refund as well as having the choice to issue a full refund or a partial refund.

This is useful for situations such as a price drop or issuing cancellation fees.

To get started on issuing a partial refund, you will need to access the “View All Orders” page from your dashboard and select “Refund Order” on the order you wish to issue a partial refund to by using the green arrow icon on the order.

From here you’ll be able to see a pop-up.

By default, the popup is set up for a full refund and all tickets will be selected at their full purchase amount. The selected ticket will be cancelled if you proceed with the refund without making changes.

If you wish to issue a partial refund, you’ll need to deselect the tickets that will not be included in the partial refund by using the left-hand checkboxes.

If you would like the tickets to be cancelled and make them invalid at your event, select “Yes” on the “Cancel” drop-down. Otherwise, select “No” and the ticket will still be valid at your event, but refunded/partially refunded anyway.

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When you’re happy with the amount of the partial refund(s), you need to submit a reason for the refund in order to continue. You can choose if you wish to notify the attendee of the partial refund via email or not.

If you wish to leave an internal note on the order for yourself, you can leave a note on the order. This could be a reason for the refund, such as a price change on the ticket purchased.

When you’re happy with all of the information, click “refund” and the refund will be complete. The ticket price will adjust automatically to reflect your revenue amounts on your dashboard.

Any fully refunded and cancelled tickets will be removed from your guest list CSV, so this will need to be downloaded again to ensure the changes are reflected in the final list.

Please note: Refunds can take 5 to 10 days to reach the attendee’s bank account but most take place immediately.

So this a brief guide on how to use our new partial refund feature. For more advice on features both new and old check out our help desk.

At Helm, we pride ourselves on creating amazing new features that you, our organisers, need to help you run your events as effectively as possible.

Keep up to date with new features, marketing tips and industry insights in our blogs and via social media.

New Feature, Partial Refunds

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