This guide explains how to view refunded items on the Orders page and how to run a report showing refunded transactions.


Viewing Refunded Items on the Orders Page

  1. Navigate to the Orders page.

  2. On the right-hand side, check the box labeled "Show Refunded Items."

  3. Once enabled, any order that includes a refund will be highlighted in red.

  4. Click on a refunded order to load and view the refunded item(s) in the order details.

    Note: The "Show Refunded Items" setting is also available directly on a patron's CRM profile when viewing their orders.



Running a Report for Refunded Items

  1. Close out of the Event Menu, if open.

  2. Go to the Reports section.

  3. Select Custom Sales Report

  4. If you're not familiar with using the Custom Sales Report, refer to this help doc: Custom sales report.

  5. Build a report with the output columns you'd like to see.

  6. In the Output Columns area, locate and enable the "Transaction Type" output.


  7. Click Save and Run.

The report will now display a column indicating whether each transaction was a Sale or a Refund.