Editing and Refunding Payments

Use this guide to edit, delete, or refund payments directly from your dashboard.

Access All Payment Transactions

• Navigate to Statements & Payments
• Select All Payment Transactions

Edit Payments

• Click Edit next to the payment (check, cash, or other)

• Update any of the following:

1.  Check Number
2.  Payment Date
3.  Payment Amount
4.  Payment Type (check, cash, other)

• Click Submit to save changes

Delete Payments

• Click Delete next to the payment

💡 Good to Know: Only check, cash, or other payments can be deleted—credit card payments cannot be deleted

Refund Payments

• Search for the transaction by name or date
• Click Refund next to the payment

• Enter the amount to refund
• Submit to process

Make Sure to Make Adjustments Before Refunding

1. Update the guest’s record as needed before refunding

• Example:

1.  Remove a sponsorship
2.  Remove a ticket
3.  Then process the refund

💡 Good to Know: Making adjustments first ensures accurate records and reporting

Best Practices for Refunds

• Process refunds from Pre-Event or Event Statements
• Use the Overpayment tab to identify guests needing refunds

⚠️ Important: Refunds should be processed carefully to ensure accurate financial reporting

Printable Quick Help Guide:

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💡 Good to Know

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