Cancelling an Event Registration

From Support Wiki
Jump to navigation Jump to search

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.
    Concel registration 2021.jpg
  3. Click on the Edit Registration icon.
    Cancel registration 2021.jpg
  4. Select Canceled from the Status list.
  5. Click Save & Close.

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

Go to Members ➝ Account ➝ Transaction History ➝ New Credit.

New Credit 2021.jpg

See Create a New Credit for further details.

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 EventsGuest List tab.
    Reference number 2021.jpg
  2. Click on the invoice Reference number in the Reference column.
    Balance summary 2021.jpg
  3. If needed, click the Show Balance Summary button. In the Balance Summary section, click the payment Ref #
  4. Click Refund Payment. See Manage Refunds for further instructions on issuing the refund.
    Refund payment 2021.jpg

Scenario 2: An invoice has been created but is unpaid

Write-off the invoice

  1. Go to Events ➝ Guest List.
    Writeoff event reg 2021.jpg
  2. Click on the invoice reference number.
  3. Below the Invoice Line Items click on the New Transaction dropdown.
    New transaction 2021.jpg
  4. Select Writeoff Balance. See Process a Write-off for further instructions.