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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Bulk Cancellation in A/R Center

  • Updated:

Bulk cancellation within the A/R Center allows users to cancel or refund hundreds of transactions at once. Upon canceling the transaction(s) of interest:

  • Background job will run in the background
  • The refunds will go to user credit
  • If refunding a registration, users will automatically be removed from the session roster and teams
  • Logs will be recorded
  • User will be notified once the process is complete

 

 

Important Note

  • Taxes are shown as separate line items in A/R Center, which is different from the Transaction Browser, however, taxes work the same as other refunds and are refunded as part of the original transaction. If a tax line item to cancel/refund is selected, a warning will show on the result page that taxes cannot be refunded separately. The rest of the selected transactions will go through as expected.
    warning message tax

 

Instructions

  1. Navigate to Financial > A/R Center
    financial-ar center
  2. Navigate through Filters
    ar center filters
    • Due Date: Set a From and To date
    • Last Invoice: Input From and To dates here as well which will allow you to see the last invoices for a certain date range
    • Type: Select which type of invoice to see
    • Activity: Either use the search feature if you know the name of the activity or the session you are looking to include, or select activity from the drop-down menu
    • Activity Date: Allows you to put a start and end date for activities
    • Account: Search for individual names or groups so you can send an invoice to them or look at records
    • Rental Location: Select one or more facility locations
    • Rental Date: Date spans can be used as a search method to find invoices
    • Paid: Search in three ways in this category: All, Paid, or Unpaid
    • Card: Search in three ways in this category: All, Card, or No-Card
    • Items Per Page: Helps filter the number of invoices per page
  3. Results will populate as soon as you select your filters
  4. Click the checkbox(es) next to the results to apply an action
    select names
    • Note: If you want to select all results, click the top checkbox next to #.
  5. Select Bulk Edit
    bulk edit
  6. Select the transaction(s) you wish to cancel
    select transactions
  7. Click Cancel Transactions
    cancel transactions
  8. Click Confirm on the pop-up that says Cancelling the transactions will refund them. If applicable, reservations will be cancelled and users will be removed from session rosters.
    confirm.png
  9. A Bulk Cancel Transactions complete! notification will appear once the process has completed
    bulk cancel complete

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