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titleJump to Video Demonstration: How to Partially Refund An Active Registration on a Conference Order
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urlhttps://wiki.14west.us/display/ADVSUPPORT/Partially+Refund+An+Active+Registration#PartiallyRefundAnActiveRegistration-video

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Summary / TL:DR: This article provides instructions for partially refunding an active registration on a conference in Advantage.

Warning

These instructions require you to have a control group open. For more on control groups, go here.

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How

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to Partially Refund An Active Registration 

Table of Contents

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How

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to Partially Refund An Active Registration on a Conference Order 

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  1. From the Customer Service ribbon navigate to Customer Activity

  2. Enter the customer number of the customer you would like to partially refund

  3. Highlight the active order that you would like to partially refund 

  4. Click the Selected Sessions tab

  5. Highlight the session to be partially refunded

  6. Click Change Session

  7. The Attendee Session Selection dialog box will appear

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  1. Check the Override Cost Box

  2. 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. 

10. Select an Override Reason from the

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drop-down box

11. Hit ENTER

12. The customer will be refunded the difference

13. Repeat steps 5-11 to refund additional sessions 

14. You have successfully partially refunded a conference order

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Tip

Wrap up

You should now be able to partially refund an active registration on a conference in Advantage.

Info

Still need help?

We know this can be frustrating. To get further help please open a Support ticket.

Click here to open a ticket

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