ADV FAQs Partially Refund An Active Registration
- Anthony Fontana
Summary / TL:DR: This article provides instructions for partially refunding an active registration on a conference in Advantage.
These instructions require you to have a control group open. For more on control groups, go here.
How to Partially Refund An Active RegistrationÂ
How to Partially Refund An Active Registration on a Conference OrderÂ
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 refundÂ
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 refundedÂ
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.Â
10. Select an Override Reason from the drop-down box
11. Hit ENTER
12. The customer will be refunded the difference
13. Repeat steps 5-11 to refund additional sessionsÂ
14. You have successfully partially refunded a conference order