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
    search_and_select_user.jpg
  2. Select Voids, Refunds, & Transfers under Account Actions menu
    select_voids__refunds____transfers.jpg
  3. In the Activities tab, click on the History Log button next to an item
    select_history_log_next_to_an_activity.jpg
  4. Select the Refund button to initiate a refund process
    select_refund_to_initiate_activity_refund.jpg
  5. Review Refund options
    select_remove_from_roster_in_refund_details.jpg
    • 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
    select_continue_to_refund_activity.jpg
    • Note: If you wish to Remove from Roster, click OK to the additional pop-up to confirm removal.
      select_ok_to_remove_from_roster_and_refund_activity.jpg
  7. Refund Confirmation pop-up will display; review the refund and select Submit
    select_submit_to_refund_activity.jpg
  8. View receipt
    view_receipt_for_refunded_activity.jpg



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