PatronManager Help

How to Handle Partial Refunds

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How to Handle Partial Refunds: https://help.patronmanager.com/a/1028533

While PatronManager is not specifically set up to refund a portion of a ticket, you can achieve the same result by exchanging the ticket and applying a Discount Code during the exchange.

In this article, we'll show you how to do do an exchange to handle a partial refund for:

These processed are very similar to processing an exchange!

I need to partially refund tickets for a General Admission event!

Whoops!  We charged one of our patrons for three full price tickets, but two of them should have had a student discount added.

Full Price Tickets
Expand or collapse content Let's jump in

1. Click Exchange

Exchange

2. Select the ticket(s) you need to partially refund, then click Exchange Selected

Select tickets and Exchange Selected

3. Select the Ticketable Event

Select Ticketable Event

4. Select the Event Instance

Select Event Instance

5. If possible, select the same Ticket Allocation as the original tickets

Select Ticket Allocation

Since the current tickets are taking up inventory, you may not be able to select the same Ticket Allocation. If that's the case, you'll need to take a few extra steps later.

6. If possible, add the tickets you need at the same Price Level

Add tickets at Price Level

7. Click Next

Next

Here, our paths diverge depending on whether or not you were able to select the same Ticket Allocation or not

Expand or collapse content If you were able to select the same Ticket Allocation...
1. Select the tickets to discount and click Manage Discounts
Select tickets and Manage Discounts
2. Select a Discount Code or add an Ad-hoc discount
Manage Discounts
  1. Select Discount Code: Select from the list of applicable Discount Codes for these tickets
  2. Ad-hoc: If no Discount Code exists for the amount you want to refund, you can opt to create an Ad-hoc discount to lower the price of the ticket(s)
3. Click Apply Changes
Apply Changes
4. Click Next
Next

If your organization has a Default Exchange Fee set, you may need to clear out the Exchange fee field too!

5. Finish the exchange!
Finish Exchange
  1. Select Refund Method: Select how you'll refund the patron
    • If Credit Card was the original payment method, you'll be able to select Credit Card to refund the amount
    • If you have STS Gift Cards set up, you'll be able to refund the amount to a new or existing gift card
    • If you select Cash or Check, you'll have the option to Create Reminder Task to remind yourself or someone else to send the patron their money back
  2. Send Email Confirmation: Keep this checked to send the patron their new tickets
  3. Submit Exchange
Expand or collapse content If you were not able to select the same Ticket Allocation...
1. Select the tickets and click Force Equal Exchange
Force Equal Exchange
2. Click Next
Next

If your organization has a Default Exchange Fee set, you may need to clear out the Exchange fee field too!

3. Uncheck Send Email Confirmation and Submit Exchange
Uncheck Send Email Confirmation and Submit Exchange
4. Click Exchange again
Exchange
5. Select the tickets you just exchanged into another Ticket Allocation or Price Level and click Exchange Selected
Select tickets and Exchange Selected
6. Select the Ticketable Event
Select Ticketable Event
7. Select the Event Instance
Select Event Instance
8. Select the Ticket Allocation of the original tickets
Select Ticket Allocation

In other words, select the Price Level that the patron should actually have.

9. Add tickets at the Price Level of the original tickets
Add tickets at Price Level

In other words, select the Ticket Allocation that the patron should actually have.

10. Click Next
Next
11. Select the tickets to discount and click Manage Discounts
Select tickets and Manage Discounts
12. Select a Discount Code or add an Ad-hoc discount
Manage Discounts
  1. Select Discount Code: Select from the list of applicable Discount Codes for these tickets
  2. Ad-hoc: If no Discount Code exists for the amount you want to refund, you can opt to create an Ad-hoc discount to lower the price of the ticket(s)
13. Click Apply Changes
Apply Changes
14. Click Next
Next

If your organization has a Default Exchange Fee set, you may need to clear out the Exchange fee field too!

15. Finish the exchange!
Finish Exchange
  1. Select Refund Method: Select how you'll refund the patron
    • If Credit Card was the original payment method, you'll be able to select Credit Card to refund the amount
    • If you have STS Gift Cards set up, you'll be able to refund the amount to a new or existing gift card
    • If you select Cash or Check, you'll have the option to Create Reminder Task to remind yourself or someone else to send the patron their money back
  2. Send Email Confirmation: Keep this checked to send the patron their new tickets
  3. Submit Exchange

I need to partially refund tickets for a Reserved Seating event!

Whoops!  We charged one of our patrons for two, full-price, adult tickets, but the tickets should have been at a discounted price.

Full Price Tickets
Expand or collapse content Let's fix this up

1. Click Exchange

Exchange

2. Select the ticket(s) you need to partially refund, then click Exchange Selected

Select tickets and Exchange Selected

3. Select the Ticketable Event

Ticketable Event

4. Select the Event Instance

Event Instance

5. If possible, select seats of the same price and Price Level as the original tickets, then click Next

Exchange tickets to seats at the same price and click Next

Since the current seats are taken by the original items, we'll need to select different seats!

If it's not possible to select seats at the same price or Price Level as the original tickets, we'll force an equal exchange in the next step.

6. If seats at the same price were not available, click Force Equal Exchange

Force Equal Exchange

If your organization has a Default Exchange Fee set, you may need to clear out the Exchange fee field too!

7. Click Next

Next

8. Uncheck Send Email Confirmation and click Submit Exchange

Uncheck Send Email Confirmation and Submit Exchange

9. Click Exchange

Exchange

10. Select the ticket(s) you moved the patron to, then click Exchange Selected

Select tickets and Exchange Selected

11. Select the Ticketable Event

Ticketable Event

12. Select Event Instance

Event Instance

13. Select the patron's desired seats, then click Next

Exchange tickets to original seats and Price Level, then click Next

This will usually be the original seats they had before you started this process!

14. Select the ticket(s) that need the Discount Code applied, then click Manage Discounts

Select tickets and Manage Discounts

15. Select a Discount Code or add an Ad-hoc discount

Select Discount Code or Ad-hoc
  1. Select Discount Code: Select from the list of applicable Discount Codes for these tickets
  2. Ad-hoc: If no Discount Code exists for the amount you want to refund, you can opt to create an Ad-hoc discount to lower the price of the ticket(s)

16. Click Apply Changes

Apply Changes

17. Click Next

Next

If your organization has a Default Exchange Fee set, you may need to clear out the Exchange fee field too!

18. Finish the exchange!

Complete exchange
  1. Select Refund Method: Select how you'll refund the patron
    • If Credit Card was the original payment method, you'll be able to select Credit Card to refund the amount
    • If you have STS Gift Cards set up, you'll be able to refund the amount to a new or existing gift card
    • If you select Cash or Check, you'll have the option to Create Reminder Task to remind yourself or someone else to send the patron their money back
  2. Send Email Confirmation: Keep this checked to send the patron their new tickets
  3. Submit Exchange

Help; the event I need to partially refund tickets for is sold out!

No need to panic! If the Event Instance, or even the Ticketable Event, that you need to partially refund tickets for is sold out then you'll take mostly the same steps as before, depending on whether the event was General Admission or Reserved Seating.

The difference is that you'll need to exchange into a different Event Instance (or Ticketable Event) and force equal exchange first, then exchange back into the original event and apply the necessary discount.

Put another way: you'll exchange as if the patron were moving to a different event, then exchange those tickets back into the original tickets with a discount applied.

Previous Article How to Exchange a Ticket / Subscription (with Video Tutorials)
Next Article How to Refund a Ticket Order to a Stored Credit Voucher
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