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Use these instructions to partially refund an active registration on a conference.
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These instructions require you to have a control group open. For more on control groups, go here. |
How to Partially Refund An Active Registration
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How to Partially Refund An Active Registration on a Conference Order
From the Customer Service ribbon navigate to Customer Activity
- Enter the customer number of the customer you would like to partially refund
- Highlight the active order that you would like to partially refund
Click the Selected Sessions tab
- Highlight the session to be partially refunded
Click Change Session
The Attendee Session Selection dialog box will appear
Check the Override Cost Box
Change the Per Unit Cost by the amount the customer should be refunded
Info For example, the price of a session is $1095 and you want to refund the customer $100. Adjust the per unit cost to $995 to give the customer $100 back. Select an Override Reason from the dropdown box
- Hit ENTER
The customer will be refunded the difference
- Repeat steps 5-11 to refund additional sessions
- You have successfully partially refunded a conference order