How to reflect a booking has been cancelled within IO

Brandy C. shared this question ago

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A customer want to cancel their event. I’ve already issued a refund for the 50% deposit they paid. Now I would like to reflect that their deposit was refunded. I just don’t want to change the status to “cancel” as the system would still show I collected the deposit but it was refunded. What do I need to do to back out that deposit that was refunded before I change the status to cancel? Thanks!

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Comments (1)

Brittany M. ● 15 months ago

Are you trying to remove the deposit from the lead? Can you please clarify.

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Brandy C. ● 15 months ago

Yes, I’m trying to remove the deposit, since I’ve refunded their money. I’ve tried to put a negative and click the “+” button, but they did not work. I don’t want to click on the “charge card” because I’ve already refunded their money and I don’t want it to refund it twice if I click on “charge card” with negative amount

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Brittany M. ● 15 months ago

You are recording the refund correctly by entering the negative amount in the payment section and clicking the "+". Be sure you are selecting the "Type".

You will not be able to issue a refund to the card in our software with Square.

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Brandy C. ● 15 months ago

Ok thanks. Once I selected a “type” it worked. Thanks

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