Cancelling an Event Registration

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 Events ➝ Guest List

2. Locate the registration that needs to be cancelled

3. Click on the Edit Registration icon

Figure 1: Editing the Registration

4. Change the status to Cancelled

5. Click Save & Close

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

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

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.

1. Go to Events ➝ Guest List

2. Click on the invoice Reference number (See Figure 4 below)

Figure 4: The invoice Reference number

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

Figure 5: The PAYMENT Ref #

4. Click Refund Payment

Figure 6: The Refund Payment button

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

Figure 7: The Save button

Scenario 2: An invoice has been created but is unpaid

• Writeoff the invoice a. Events->Guest List

b. Click on the invoice reference number