Account Management


 

Refund Participant and Remove from the Roster

Overview

Do not manually remove a participant from an activity and then attempt to perform refund, 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
    Lisa_Barlow.png
  2. Select Transaction Browser under Account Actions menu
    Transaction_Browser.png
  3. Locate an activity, reservation, or POS item
    Locate_Item.png
  4. History pop-up will appear, which provides you with detailed information on the selection transaction, including when balances were paid, current balances, etc. 
    History.png
  5. Select the Refund button to initiate a refund process
    Refund__2_.png
  6. 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
  7. Select Continue
    Continue.png
  8. Refund Confirmation pop-up will display; review the refund and select Submit
    Submit_Refund.png
  9. Select Close to finish looking at History items
    Close.png



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