P5: Refunds and Un-scheduling Payments
Jamie McGrath
22 steps
3 minutes
Daxko
Un- Schedule a Payment
1
Search for the Member (Last name, First name)
2
Click "Volpe, Henry"
3
Click "Registrations" (Note current unscheduled balance)
4
Select the registration you want to un register from
5
Click "View in Transactions"
6
Select all instances you wish to un- register from. In this instance we selected all and used the top check box
7
Scroll to the bottom and select "Cancel"
8
Ensure you are not selecting the check boxes in this screen. They will keep the participant in the roster after cancellation. Then select "Cancel Now"
9
Navigate back to Membership Information to confirm the payments have been unscheduled
10
Confirm unscheduled balance is back to $0
Process a Refund
11
Search for the Member
12
Click "Attridge, Rachel"
13
Click "Registrations"
14
Find the program you wish to refund
15
Click "View in Transactions"
16
Select the program
17
Click "CANCEL REGISTRATION"
18
Click "CANCEL REGISTRATION"
19
Choose the method of refund (You can see original payment type here)
20
Enter in a reason for the refund and click "Submit refund for unit"
21
To check the refund click the details arrow
22
You will see the refund is waiting to be approved by the Executive Director
Alert! \*\*EMAIL YOUR EXEC AND LET THEM KNOW THERE IS A REFUND WAITING FOR THEIR APPROVAL\*\*
P5: Refunds and Un-scheduling Payments
Jamie McGrath
22 steps
3 minutes
Daxko
Un- Schedule a Payment
1
Search for the Member (Last name, First name)
2
Click "Volpe, Henry"
3
Click "Registrations" (Note current unscheduled balance)
4
Select the registration you want to un register from
5
Click "View in Transactions"
6
Select all instances you wish to un- register from. In this instance we selected all and used the top check box
7
Scroll to the bottom and select "Cancel"
8
Ensure you are not selecting the check boxes in this screen. They will keep the participant in the roster after cancellation. Then select "Cancel Now"
9
Navigate back to Membership Information to confirm the payments have been unscheduled
10
Confirm unscheduled balance is back to $0
Process a Refund
11
Search for the Member
12
Click "Attridge, Rachel"
13
Click "Registrations"
14
Find the program you wish to refund
15
Click "View in Transactions"
16
Select the program
17
Click "CANCEL REGISTRATION"
18
Click "CANCEL REGISTRATION"
19
Choose the method of refund (You can see original payment type here)
20
Enter in a reason for the refund and click "Submit refund for unit"
21
To check the refund click the details arrow
22
You will see the refund is waiting to be approved by the Executive Director
Alert! \*\*EMAIL YOUR EXEC AND LET THEM KNOW THERE IS A REFUND WAITING FOR THEIR APPROVAL\*\*
