💸Issuing Refunds

This guide will walk you through the process of issuing refunds from various screens within the CrowdWork platform.

How to Issue Refunds

CrowdWork provides multiple options for issuing refunds to your patrons. In general, refunds can be initiated throughout your account by:

1. Clicking the three dots "•••" to the right of any order

2. Selecting "Issue Refund"

3. Completing the "Refund Confirmation" form

Read below for details on initiating refunds from specific screens:

• Orders Screen

• Tickets/Registrations Screen

• Show/Class Details Screen

• Customer/Student Details Screen

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Initiating Refunds from the Orders Screen

1. Navigate to the "Orders" screen from your Dashboard menu.
2. Locate the order you wish to refund and click the "View" link on the far right.
3. On the order details screen, click the "Issue Refund" button in the top right.
4. Continue in the "Refund Confirmation" dialog to complete the refund.

Initiating Refunds from Other Screens

In addition to the Orders screen, here are the most common ways to locate an order you wish to refund...

• Customer or Student Details Screens: Click the "View" link to the right of the customer/student to see their orders. Click the three dots "•••" next to the order you wish to refund. Select then complete the "Refund Confirmation" form.
• Tickets and Registrations Screens and Details Screen of a Specific Show or Class: In the list of tickets/registrations, click the three dots "•••" to the right of the order you wish to refund. Select then complete the "Refund Confirmation" form.

On mobile devices and smaller screens, you may need to horizontally scroll to see the full table, including the "View" link and three dots "•••" options.

Finalizing a Refund

1. In the "Refund Confirmation" display:

   • To issue a complete refund: Press the blue "Issue Full Refund" button
   • To issue a partial refund:

     1. Select "Issue Partial Refund"
     2. Enter the custom amount
     3. Press the blue "Issue Partial Refund" button
2. The refund will be submitted for processing immediately after clicking either blue "Issue Refund" button.

Issuing Full Refunds

Issuing Partial Refunds

Recognizing Refunded Orders

Partial refunds, including the amount, are only noted on the details screen of an order.

Full refunds will be reflected throughout your account wherever the order is displayed, including the following places:

• On the Details Screen of an Order, full refunds will be marked as "Refunded" and will include the amount refunded.

• On the Orders overview screen, full refunds will be marked as "Refunded" in the Status column.

• On the Tickets or Registrations screens, and on the details screen of a specific Show or Class, the list of orders will display "Refunded" below the customer's name.

Refund status on Order Details screen

Refund status on the Orders screen

Refund status below a customer's name

Notes on Refund Processing

A few things to keep in mind when issuing refunds:

• Refunds are automatically sent back to the original payment method

• Refunds to credit or debit cards can take 7-10 business days to appear

• Refunds can only be issued up to the original amount charged

• Full refunds will be noted with "Refunded" status in order lists and on the details screen of an order

• Partial refunds will only be noted on the details screen of an order

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Issuing refunds in CrowdWork is a straightforward process that can be done from multiple places within our application. You can process refunds for your patrons quickly and easily. And as always, if you need help, our support team is here for you.