FAQ: Applying Cancelled Event Payments Toward Other Transactions (Version 1.0)

FAQ: Applying Cancelled Event Payments Toward Other Transactions

Scenario: A contact registers for an event, but then cannot attend. Instead of asking you for a refund, they ask that the money be applied toward a membership or donation.

 Steps:

1. Go to the Event Details for the event in question and open the Registrant List
2. Find the registration for the contact
3. Cancel the registration using the top Cancel button
4. In the resulting pop-up, select Yes to Credit Payment Amount
5. Now, go to the Contact’s record – you will see a positive credit in the amount of the registration cost
6. Click the + symbol in the Financial Details section and select the type of transaction. Enter info as normal, and save.
7. The following screen will show the credit from the event registration applied to the new transaction; click to save. You will now see a payment history for this transaction.
8. On going back to the contact record, you will now see the credit has been used up and is no longer showing as being available.