Requested Refunds
1. Click the “View Requested Refunds” Button.
2. Records with pending refunds will appear below
Actions: You can edit () or email attendee from this location
ID# A clickable attendee ID (if you click on the ID an attendee details window will appear)
First Name:
Last Name:
Reg Type: The individuals registration type
Amount Charged: The amount the attendee has been charged
Amount Paid: The amount the attendee Paid
Refund Amount: The final refund amount
Reason for Refund:
Details/Noes: Separate notes concerning the refund
3. To view notes and approve/decline refund click the edit icon ()
4. To mail Customer click the mail icon
- Email Details Window will appear
- Choose the correct email or select “Send Attendee Confirmation” button to send updated confirmation
- Click “Send Receipt” button to send the attendee a receipt
Declined
1. Click the “View Declined Refunds” Button.
2. Records with declined refunds will appear below
3. To view notes and approve/decline refund click the edit icon ()
4. To mail Customer click the mail icon ()
- Email Details window will appear
- Choose the correct email or select “Send Attendee Confirmation” button to send updated confirmation
- Click “Send Receipt” button to send the attendee a receipt
Approved
1. Click the “View Approved Refunds” Button.
2. Records with approved refunds will appear below
3. To view notes and approve/decline refund click the edit icon ()
4. To mail Customer click the mail icon ()
- Email Details window will appear
- Choose the correct email or select “Send Attendee Confirmation” button to send updated confirmation
- Click “Send Receipt” button to send the attendee a receipt
1. Click the “View Problem Refunds” Button.
2. Records with approved refunds will appear below
3. To view notes and approve/decline refund click the edit icon ()
4. To mail Customer click the mail icon ()
- Email Details window will appear
- Choose the correct email or select “Send Attendee Confirmation” button to send updated confirmation
- Click “Send Receipt” button to send the attendee a receipt