Registration Management

Manage Refunds

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