Account Management


 

Refund Participant and Remove from the Roster

 

Overview

You must not manually remove a participant from an activity and then attempt to perform a refund. If you do, the transaction will be lost and CivicRec will need to do a data restore for that participant. If you wish to issue a refund/user credit and remove from the roster, please follow these steps.

Instructions

  1. Search and select a user
    REC_SearchSelect.png
  2. Select Voids, Refunds, & Transfers under Account Actions menu
    voids_etc.png
  3. Click on the History Log button next to an item
    history.png
  4. Select the Refund button to initiate a refund process
    Refund__2_.png
  5. Review Refund options
    Review_Refund.png
    • Payment Type: Select method of payment
    • Refund Items: Select which items you want to refund
    • Refund Reason/Note: Choose to provide more information about the refund
    • Note: Be sure to select Remove from Roster
  6. Select Continue
    Continue.png
    • Note: If you wish to Remove from Roster, click OK to the additional pop-up to confirm removal.
      ok.png
  7. Refund Confirmation pop-up will display; review the refund and select Submit
    Submit_Refund.png
  8. View receipt
    View_receipt.png



I'd Like to Request an Enhancement

0 out of 0 found this helpful

Updated:
Follow

Article Feedback