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Guide: Refund to Voucher

Follow the steps below to refund a Transaction to a Voucher

Create a Voucher Product

  1. Select Products on the left-hand side and then New Product

Add Details

  1. Name

  2. Description

  3. Type - select Voucher from the dropdown

  4. Image - .jpg or .png image (no larger than 1MB)

  5. Inventory - Set a stock level of the Product or select Unlimited inventory

  6. Tags - for internal use, these will appear in your Product list

  7. External ID - for internal use, a unique identifier for the Product

  8. Voucher Settings - enter Voucher Name and Days Valid For (how long you would like the Voucher to be valid until it expires)

  9. Submit your Product

Create a Price Table

NOTE - If you are creating a Refund Voucher then you'll need to create a Price Table as it will need a Tax Rate.

However, because the Voucher value will be the balance of the Transaction you're refunding, you can create a Price Table with no prices.

  1. Select the Prices tab and New Prices

    95b72d23-2b09-43f8-a2ee-c54c45081dfe.png

  2. On the pop-up, enter the following details:

    1. Name

    2. Description

    3. Tax Rate - select Default from the dropdown

    Screenshot 2023-11-15 at 15.40.41.png

  3. Review and Publish Price Table:

    1. Click Review and check details

    2. Click Publish & Make Active on the next page

    b9615e15-c607-4df0-a070-80fb9b344a2f.png

Visibility

Channels

  1. On the Visibility tab select which Channels the Voucher will appear for and click Update

    a43d66e3-37bf-4f69-ac4c-828fdae2f6a3.png

Visibility Rules

  1. If you only want the Voucher to appear in Refund Transactions, scroll down to the bottom of the Visibility page and add this Visibility Rule:

    1. Transaction type is Return

      Screenshot 2024-11-22 at 12.09.21.png

    This will mean that this Voucher Product will only appear if there are Return items in the basket.

Print Rules for your Delivery Method

NOTE - You may want to create a new Refund/Voucher-specific Delivery Method if you'd like your Customer to have certain information in their email confirmation, e.g. details of the Refund and/or the Voucher code.

  1. On the Product page, click the Settings tab

  2. Click the pencil icon on your chosen Delivery Method

  3. Set the Print Rules, attach your Ticket/Receipt Template and click Save

Learn more - Guide: Print Rules - Activating Delivery Methods on an Event

Refund a Transaction to Voucher

  1. Open the Transaction and click Manage Transaction, then Refund. You can also start from the Order Details View with Manage Order, then Refund

  2. On the Box Office Settings pop-up, select the Active Channel you would like to record the Refund against, then click Save

  3. On the Select Items screen, tick the items you want to refund to Voucher and click Continue

  4. In the Box Office Checkout, click Add Products or Vouchers beneath the Basket

  5. This will take you straight to the Products page in Box Office, where you can click Refund to Voucher on the Voucher Product

  6. This will add the Voucher item to the basket, with the value of the Voucher reflecting the value of the returned items. Click Continue

  7. Continue to Order Options and select the correct Delivery Method for the Refund

  8. Continue onto the payment page and as there's no payment to be taken, click Complete Transaction

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