Refunds and payments outside Navigator
Three actions live in a traveler’s payment panel, opened from their name on the Participants tab or from the Payments tab.
Refund
Section titled “Refund”- Choose the payment, then Refund.
- Enter an amount up to that payment, and a reason if you like.
- Confirm. The money returns to the traveler’s card in a few business days and appears in their history as “Back to your original payment method”.
A refund changes money only. The traveler stays on the trip. To end their booking, see Remove a participant.
Record a payment taken outside Navigator
Section titled “Record a payment taken outside Navigator”For cash, bank transfers or invoices you handled yourself:
- Manual payment.
- Method (cash, wire, invoice, other), reference, what it was for (full payment, deposit, installment), optional discount code and note.
- Save. It counts toward the traveler’s balance and shows in their history as recorded by you. No card is charged.
The same dialog has a Discount mode to apply a reduction without a payment.
Void a manual record
Section titled “Void a manual record”A mistaken manual payment can be voided from its row. The balance updates; the record stays visible as voided.