Recording a payment or a refund

Money that arrives through Stripe or PayPal records itself. Money that arrives in your hand does not, so you write it down.

Open the order and press Record payment, or use Create payment record on a booking's info dialog.

The fields

Amount : Part payments are fine. Pay $20 of $47.20 and the order becomes Partially paid with $27.20 due.

Method : Cash, Bank transfer, Card terminal, Other.

Received at : When it actually arrived, which is not always when you are typing.

Note : "Paid at the door, Tuesday".

Recording a payment fires the Payment is received workflow, so the receipt or thank-you email goes out exactly as it would for a card payment.

Refunds

Refund on the same dialog. Give the amount — a partial refund is allowed — the method and a note. The order becomes Partially refunded or Refunded, and the Booking is refunded workflow fires.

Refunding here records that you gave the money back. It does not reach into Stripe or PayPal and reverse the charge: do that in their dashboard, then record it here so your own numbers agree.

Deposits

A ticket type with a deposit produces an order where Due is the balance from the start. The customer paid the deposit online; you record the rest when they turn up. A workflow on Event starts — for each booking can email whoever still owes something, a day before.