With FareHarbor Desk, you can adjust a booking for a partial refund. While the system does not support rebooking during the adjustment, it enables you to lower the price of a voucher and subsequently issue a partial refund to the client.
To issue partial refunds:
- Navigate to the Voucher that needs a partial refund.
- Click on the three-dot icon (⋮).
- Select Edit Voucher.
The Edit Voucher screen allows you to modify:
- Customer type quantities (reduce)
- Vendor discounts
- Company discounts
Note: The adjusted amount must be lower than the original amount paid for the voucher. Once applied you cannot change it back.
Once the adjustment is made, the Refund Summary will display:
- The original voucher value
- The new voucher value
For real-time vouchers (connected to FareHarbor) and offline vouchers, contact the vendor to confirm the changes on their end. This needs to be done for vendor discounts and quantity adjustments.
Once confirmed, select the Confirmed with Vendor checkbox.
Click Save to credit the refund amount to the client’s balance.
From here, you may either:
- Use the credit for another activity.
- Issue a refund.
To issue a refund:
- Click View Client Balance to navigate to the client’s account.
- Click Refund to proceed with issuing the refund.
- Select the Payment Method for the refund.
When issuing a refund, choose the payment type to use. If using Stripe-connected payments, select the payment from which to refund. Stripe connected payments will refund the money back to the selected card.
Multiple payment methods can be used to refund the client remaining balance. Once a refund has been made, it will display in the transaction history.
Note: The client balance will reflect the entire available balance, including any previous credits.
For further assistance, contact Support.