Trybe has a way in which you can process refunds on checked out orders for specific items. This will automatically update your systems PMS when refunded meaning this will not need to be manually adjusted.

However if you are partially refunding an item/items you will still be able to type in the custom amount to goodwill and adjust this revenue manually in your PMS.

In order to complete a flexible refund the order will have to be paid for and checked out. On the order select the payments header > select the three dots against the payment you wish to refund > select refund > a refund pop up will appear asking you which items you wish to refund:

If you are refunding all items you can select all items using the tick box next to the item. This will total up the revenue attributed to the respective revenue centres and you are able to attach a note to the refund. You can select as many items that you are wishing to refund.

If you want to refund to the goodwill revenue centre for manual reconciliation you can select that instead of the other items within the order and type in the amount applicable.

Please note you will not be able to exceed the total of the payment attached.

Once you are happy with your selection select the purple refund button at the bottom right of the pop up.

Trybe now offers the ability to issue any overpayments on an order to a flexible amount voucher which can then be used by your guests. This way you can effectively retain payments should your guests have to rearrange and give them a voucher that they can redeem at a later date.

What do I need to set up?

In order to have this option available you will need to create a flexible amount voucher in the voucher type settings. You can view the guide for creating these vouchers here, ensure the voucher is of monetary value and has the flexible amount toggled on.

How does it work?

In order to transfer this credit to a voucher an order will need to have an overpayment. This means if you have had an order that has been paid for and then remove the item the payment remains but there is no item against it leaving an overpayment...

Once there is a negative total to add you should head to the payments tab on the order and you will see a yellow warning header at the top of the page detailing that there is an overpayment and a button to transfer to voucher...

Select "Transfer to voucher" > from the voucher type selection box select "Flexible amount voucher" > select Transfer button on this pop up...

The overpayment has now been transferred to a flexible amount voucher and the order will update to show this overpayment as total paid. You can now treat this order as a normal voucher sale and head to the overview, this will show a flexible amount voucher with the amount transferred against it. If you select the three dots on the item you will then have the option to send this voucher to the lead bookers email address (you can only send vouchers to clients when the order is checked out)...

The guest will now be able to use this voucher in another order.
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