Record or Send a Refund

A refund record and a transfer of money are separate actions. DayTidy Free can record a manual refund. DayTidy Pro’s Online Refunds module supports eligible independent Stripe/PayPal refund operations. A cancellation alone does not automatically refund the charge.

Before a refund

Locate the original booking and transaction, check its currency and payment history, and determine the remaining refundable amount after previous refunds. Confirm whether the intended action is recording money already returned or asking the original gateway to return it. Use a gateway test environment when learning the workflow.

Record money returned outside DayTidy

1. Verify the external return of funds through the actual payment process.
2. Open DayTidy → Bookings and the exact reservation.
3. For a full return, review Payment Status and select Refunded. For an external partial return, select Partially Refunded and record the externally verified amount/reference in Customer & Notes → Admin Note; see the limit below.
4. Leave any Refund charges through … control unchecked when the purpose is only recording an external refund.
5. Save and reopen the record to verify the persisted state and history. Reconcile the amount and transaction information rather than treating a status label as proof of a gateway action.

Selecting Partially Refunded without submitting an amount changes the payment state without adding an amount-bearing refund-history entry. The standard editor exposes Refund Amount only within the eligible online-gateway refund controls; a status-only external partial return does not establish the amount in DayTidy’s refund totals. Keep the verified amount/reference in Admin Note and reconcile with the external payment record. Do not treat the displayed remaining refundable balance as reconciled until prior external returns have been accounted for.

A manual Refunded action uses the original payment amount, limited by refund history already recorded in DayTidy. Do not use it as a substitute for recording a smaller partial return. Do not manually change underlying booking metadata to force a total.

Send an eligible online refund

With Pro authorized and Online Refunds enabled, an eligible booking can show Refund charges through its gateway when a refund payment status is selected. Review that control and Refund Amount carefully. The action uses the original transaction’s eligibility and remaining balance; not every booking or gateway exposes the same option.

Select the intended refund amount, confirm the gateway action only when the business has authorized the return of funds, and save. Then verify both the provider’s result and the booking’s payment/refund information. If the response is uncertain, inspect the provider transaction before retrying so the customer is not refunded twice.

Cancellation and WooCommerce

Whether a reservation remains active is a separate business decision. Read both Booking Status and Payment Status after refund processing and verify capacity against the reservation state. Do not promise that every manual refund cancels a booking or that every cancellation returns money.

For WooCommerce Cart bookings, use the applicable WooCommerce order/gateway refund workflow and verify the linked DayTidy outcome. The independent Stripe/PayPal control is not a universal refund interface for WooCommerce extensions.

If an action is absent or rejected, check permissions, modules, original transaction, currency, previous refunds, and provider response. Follow payment troubleshooting with redacted evidence.