Cancelling an Event Registration

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Revision as of 17:27, 10 September 2016 by SPederson (talk | contribs)
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If someone has registered for an event, but chosen the wrong fee item and has already paid or been invoiced, complete these steps to cancel the registration so you can create a new one with the correct fee item.

Note: If the registrant has not paid or been invoiced, simply edit the registration by clicking the Edit Registration icon and change the fee item. See Figure 1 below.

Cancel the Registration

1. Go to EventsGuest List
2. Locate the registration that needs to be cancelled
3. Click on the Edit Registration icon[1]


Cancel001.png
Figure 1: Editing the Registration


4. Change the status to Cancelled
5. Click Save & Close


Cancel009.png
Figure 2: Cancelling the Registration


Writeoff, Refund, or Credit the Registrant (If Needed)

Note: If there is a Reference number located on the Guest List a transaction has been created.

Scenario 1: An invoice has been created and paid

Option 1: Issue a Credit on the Member’s account to be used later

Steps:
1. Go to Members ➝ Account ➝ Transaction History➝New Credit. (See Figure 3 below)


Cancel 10.png
Figure 3: Issuing a credit


Option 2: Refund the money to the registrant
Note: : If Sales Receipts were created the refund process will require a negative sales receipt to be manually created through the Members ➝Account➝ Transaction History➝ New Sales Receipt location.
Steps:
1. Go to EventsGuest List
2. Click on the invoice reference number (See Figure 4 below)


Cancel 11.png
Figure 4: The Invoice Reference Number


3. In the Balance Summary area click the PAYMENT Ref # (See Figure 5 below)


Cancel 12.png
Figure 5: The PAYMENT Ref #


4. Click Refund Payment


File:Cancel 13.png
Figure 6: The Refund Payment button


5. Click Save. See ‘Refund’ for information on handling refunds
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