How to process a partial refund

Occasionally, a client may need to cancel select locations/panels from a campaign booking and you will need to process a partial refund.

Processing a partial refund when they have paid by card

  1. First, navigate to the campaign in the Campaign Dashboard.
  2. Use the checkbox to select the locations/panels you wish to cancel and process a refund for and select ‘Remove’.
  3. Once these locations have been removed a small blue ‘Refund’ button will appear for admin users.
  4. Select ‘Refund’ and the difference will be automatically refunded to the original payment card.

This sort of refund can be processed by any admin user.

Processing a full refund when they have paid by invoice

  1. First, navigate to the campaign in the Campaign Dashboard.
  2. Use the checkbox to select the locations/panels you wish to cancel and process a refund for and select ‘Remove’.
  3. Once these locations have been removed a small blue ‘Refund’ button will appear for admin users.
  4. Your finance department will then be alerted and should process a partial refund for the cancelled locations according to your company refund policy.

This sort of refund should be processed by your finance department.

Head here to learn how to process a full refund and here to learn how to process a VAT refund.

★ Admin and Power Users only This function is only available to those with an Admin or Power User account. If you don’t have access, but think you should, please contact your system administrator.

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