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If there are credit card installments attached to an invoice, you first need to unlink the credit card from the invoice, then you can make the exchange (see below for instructions)
if a refund was made on an invoice, unfortunately, you will not be able to make an exchange. If it was a partial refund, an option you can use is to cancel the registration, but don’t refund the remaining amount. Then add a new registration, and adjust the amount to the outstanding balance.
Exchange a Package with Installments
When a registration is set up with installments, and the method of payment is credit card, the Exchange Items will be grayed out, you must first unlink installment from the credit card then you can do the exchange of an item
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Select the item you want to exchange, then click Next.
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Select the Member Type.
If you need to select an underage/overage package, put a checkmark in the box for Show all packages.
Select from the Registration drop down the division you are changing it to. Note: if you are exchanging an Other item, select No Registration from the drop down.
You can adjust the price if needed. Note: during a manual registration, the total price of the registration is shown outside the box - the price you enter in the box is added onto the membership fee.
Click Next.
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Choose member type
Click on Show All Package to see all available registration fees
Select new registration
Existing registration will be highlighted in yellow
Registration fees must have been previously configured in your Catalog
If the position has been checked in the Registration fees, you must select the position group and the member's position.
Click on Next
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Select the method of Payment.
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Select your Merchant Account.
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