Cancel Other Item

Owned by Annick Chiasson
Last updated: Sept 24, 2024
2 min read

Simpler to cancelling a registration, an Other item is cancelled from the Action button in the side panel, with the difference that it can only be done from the Transaction tab.

From the Action button, select Cancel items.

 

  • Select from the list of items on the invoice that you want to cancel.

  • Click on Proceed

 

  • Enter the reason for cancelling the registration

  • Then click on Proceed

  • The system will then ask you if you wish to refund the transaction.

    • If you wish to proceed with the refund, click on Refund

    • If you do not wish to proceed with the refund immediately, click on Close

Note: For more information on refunds, please refer to the Member Refund documentation

 

  • If you clicked on Refund, a window will appear where you will have to fill in the information requested:

    • Refund amount

    • Payment method

    • Internal note (optional): This note is only visible to users

    • External note (optional): This note will be visible in the member’s refund email

  • Click on Refund

 

  • The registration cancellation will then be listed on the right side panel of the Transaction tab in the member’s profile and if a refund was made it will be listed in red.

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