Occasionally you will find the need to make accounting adjustments to a registrant's record.
The first step in a refund is issuing the actual cash refund - if the payment was made via credit card online, you will need to independently visit your payment processor's website and use their software to issue that refund.
Afterwards, come back into the system and carry on as you would with any other type of accounting adjustment, so that the real cash refund is reflected in our system.
If you need to record a refund, grant a credit or otherwise adjust the balance due by the registrant, click the ADJUST ACCOUNT button atop the registrant's details panel or ACCOUNTING ADJUSTMENT to the left of the balance due.
In the ACCOUNTING ADJUSTMENTS panel, you choose the type of adjustment, amount and along with adjustment notes.
Note that ALL dollar values entered should be positive numbers. The adjustment type will take care of the math.
Price Reduction. Use this when you want to REDUCE the amount the registrant is required to pay (amount due). Think of it as a discount off of the price of the items included in the registration. This would also reduce the amount of revenue you'd expect to collect from the overall event.
Reverse a Price Reduction. This would be used to adjust the amount due upwards.
Make a Payment. Use this to record a full or partial payment that will be applied against the balance due. This will REDUCE the amount due.
Reverse a Payment. This is used to reverse or reduce an amount paid. This will INCREASE the amount due.
Choose from Administrative Adjustment, Cash or Check, Offline Credit Card or PayPal.
ACCEPTING CREDIT CARD PAYMENTS
If you use either the Authorize.net, Stripe gateway or PayPal Express, you will see a PAY NOW BY CREDIT CARD button adjacent to the balance due at the bottom of the panel. By clicking this, you can accept payment on the spot, which will result in an immediate accounting adjustment reflecting the payment. If you are interested in changing your payment gateway provider, you can do that globally by visiting your ORGANIZATION MANAGEMENT area.