Difference between revisions of "Cancelling an Event Registration"
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{|style="padding:5px; text-align:left; background-color: #d9edf7; padding:10px; width: 100%; margin-top:25px" | {|style="padding:5px; text-align:left; background-color: #d9edf7; padding:10px; width: 100%; margin-top:25px" | ||
|- | |- | ||
− | |'''Note: '''If there is a Reference number located on the Guest List a transaction has been created. | + | |'''Note: '''If there is a Reference number located on the Guest List, a transaction has been created. |
|} | |} | ||
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====Option 1: Issue a Credit on the Member’s account to be used later==== | ====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) | |
− | + | ::::[[File:cancel_10.png]] | |
− | + | ::::'''Figure 3:''' Issuing a credit | |
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{|style="padding:5px; text-align:left; background-color: #d9edf7; padding:10px; width: 100%; margin-top:25px" | {|style="padding:5px; text-align:left; background-color: #d9edf7; padding:10px; width: 100%; margin-top:25px" | ||
|- | |- | ||
− | |'''Note: ''' | + | |'''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) | ||
− | |||
− | ::::: | + | ::::[[File:cancel_12.png]] |
+ | ::::'''Figure 4: '''The invoice '''Reference''' number | ||
− | |||
+ | :3. In the '''Balance Summary''' area click the '''PAYMENT Ref #''' (See Figure 5 below) | ||
− | |||
− | ::::: | + | ::::[[File:cancel_100.png]] |
+ | ::::'''Figure 5:''' The '''PAYMENT Ref #''' | ||
− | |||
+ | :4. Click '''Refund Payment''' | ||
− | |||
− | ::::: | + | ::::[[File:cancel_11.png]] |
+ | ::::'''Figure 6:''' The '''Refund Payment''' button | ||
− | + | ||
+ | :5. Click '''Save'''. See ‘Refund’ for information on handling refunds | ||
+ | |||
+ | |||
+ | ::::[[File:cancel_14.png]] | ||
+ | |||
+ | ::::'''Figure 7:''' The '''Save''' button | ||
+ | |||
+ | |||
+ | ===Scenario 2: An invoice has been created but is unpaid=== | ||
+ | ====Writeoff the invoice==== | ||
+ | :1. Go to '''Events ➝ Guest List''' | ||
+ | :2. Click on the invoice '''reference number''' | ||
+ | |||
+ | |||
+ | ::::[[File:cancel_15.png]] | ||
+ | ::::'''Figure 8''' | ||
+ | |||
+ | |||
+ | :3. Below the Invoice Line Items click on the '''New Transaction''' dropdown and select '''Writeoff Balance''' | ||
+ | |||
+ | |||
+ | ::::[[File:cancel_16.png]] | ||
+ | ::::'''Figure 9''' | ||
+ | |||
+ | |||
+ | :4. Select appropriate '''Expense Account''' and click '''Finish''' | ||
+ | |||
+ | |||
+ | ::::[[File:cancel_17.png]] | ||
+ | ::::'''Figure 10''' | ||
+ | |||
+ | |||
+ | <html><p> </p> | ||
+ | <p> </p></html> |
Revision as of 18:09, 11 September 2016
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[1]
- 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
- 1. Go to Events ➝ Guest List
- 2. Click on the invoice reference number
- 3. Below the Invoice Line Items click on the New Transaction dropdown and select Writeoff Balance
- 4. Select appropriate Expense Account and click Finish