How to cancel an order and issue a refund (Refund Order)

If you need to cancel an order and return funds to a ticket buyer/visitor, you can create a refund directly from the Order Details (Transaction Details) page. Refunds are created per order and can be applied to one or multiple products/tickets within that order.

This guide explains:

Note: Available actions depend on your user permissions, account configuration, and installed apps.

Before you start

Check your available book balance

To issue a refund, your Available book balance must be sufficient. If the balance is too low, the refund cannot be processed until the book balance is topped up. The top-up process is explained in a separate helpdesk article.

Step-by-step: Create a refund

Step 1 — Open the order

  1. Go to Transactions in the Novotix dashboard.

  2. Find the correct order (search by email, Order ID, event name, etc.).

  3. Click Details to open the Order Details page.

Step 2 — Open the refund window

  1. In the Order overview block, click Actions.

  2. Select Refund order.

A popup window will open where you can configure and create the refund.

Understanding the “Create refund” popup

The refund popup is divided into several logical sections:

1) Available book balance

At the top-right of the popup you see Available book balance.
This amount must be high enough to cover the total refund amount you are about to create.

If the amount is insufficient, you must top up the book balance before proceeding.

2) Products / tickets list

Below the balance, you will see a list of the products/tickets in the order.
Each row typically contains:

This list determines which items you will cancel and refund.

3) Refund options (fees)

Below the ticket list, you can define what fee components should be included in the refund. Depending on configuration, these options may include:

These settings define whether fees are refunded together with the product price.

Important note about Novotix service fees

Novotix does not refund Novotix service fees by default, because the Novotix service has already been delivered as part of the transaction flow.

If the organizer wishes to refund the service fees to the ticket buyer, this must be paid from the organizer’s own funds.

Exception: event-wide cancellation
In the case of a full event cancellation, service fees can be refunded in consultation with Novotix, and a cancellation fee may apply.
This type of cancellation is processed in bulk by Novotix and cannot be executed by the organizer from within the dashboard.

4) Reason (refund reason)

In the Reason field you can enter the reason for the refund/cancellation.
This reason can be used for:

5) Confirmation notification (email to ticket buyer)

In the Confirmation notification section, you can choose whether to send a confirmation email to the ticket buyer.

If enabled, the buyer will receive an email confirming that the refund was processed, typically including the reason you entered (if applicable).

Step-by-step: Executing the refund

Step 3 — Select the products/tickets to refund

  1. In the products table, select the tickets/products you want to cancel and refund.

  2. You do this by ticking the checkbox next to the relevant product(s).

You can refund:

Step 4 — Choose which fees to refund

  1. In the refund options section, select which fee components (if any) should also be refunded.

  2. Apply the policy notes described above regarding service fees.

Step 5 — Enter a refund reason

  1. Enter a clear reason in the Reason field.

  2. Keep it short, factual, and customer-friendly (especially if you also send the confirmation email).

Step 6 — Choose whether to notify the buyer

  1. Enable or disable the option to send a confirmation email.

  2. If enabled, double-check that the buyer’s email address is correct.

Step 7 — Create the refund

  1. Review the refund total shown at the bottom of the popup.

  2. Click Create refund.

The platform will process the refund and update the order accordingly.

Where to find completed refunds

All executed refunds can be found via the main menu:

  1. Open the left-hand menu

  2. Navigate to Order management

  3. Select Refunds

Here you can review refund records and their status.

Practical tips / best practices