Issuing a mass refund

Use this page to select customers for refund from the list of customers enrolled in a selected activity or FlexReg program.

To issue refunds to multiple customer accounts in an activity

1. Go to Front Desk > Refund > Registration Mass Refund.

2. Under the Activity Search Criteria section, search for and select a required activity.

3. Choose one of the following:

• Issue a full refund.

  1. Under Full/Partial Refund, select Refund the amount paid.

  2. Under Select Transactions, select the Refund checkboxes for the customers you wish to refund to, or Select All.

  3. From the Refund Type dropdown list, select the method to apply the refund (i.e. account, check, credit card).

  4. In the Options section, select Apply Refund Charges.

  Note: If your organization uses refund requests, then a Request Refund checkbox appears in the Options section:

  • To request a refund of the account credits, select this option and enter a Reason for the request. The reason that you enter will display on the Refund Request Approval and Processing pages.

  • To keep the credits in the customer's account, disable this option.

  5. (Optional) To withdraw selected customers from the activity, under Options, select Withdraw from Activity?

  6. (Optional) To waive refund charges, select the Waive checkbox(es) for required transactions.

• Issue a partial refund.

  1. Under Full/Partial Refund, select Refund a partial amount.

  2. In the Partial Refund Amount box, enter the amount of the partial refund, then click Apply. The amount is automatically entered in the Refund Amount boxes in the Select Transactions section.

  3. If the Subsidy feature is enabled in your organization, optionally select the required subsidy from the Refund to Subsidy dropdown and enter the required amount in the Refund to Subsidy Amount field.

  4. Under Select Transactions, select the Refund checkboxes for the customers you wish to refund to, or Select All.

  5. From the Refund Type dropdown list, select the method to apply the refund (i.e. account, check, credit card).

  6. (Optional) To withdraw selected customers from the activity, under Options, select Withdraw from Activity?

  Note: If your organization uses refund requests, then a Request Refund checkbox appears in the Options section:

  • To request a refund of the account credits, select this option and enter a Reason for the request. The reason that you enter will display on the Refund Request Approval and Processing pages.

  • To keep the credits in the customer's account, disable this option.

   

  If the Subsidy feature is enabled in your organization, to refund only a portion of the amount paid to activity registrants:

  1. Select the Refund a partial amount radio button.

  2. Select the required subsidy from the Refund to Subsidy dropdown and enter the required amount in the Refund to Subsidy Amount field.

  3. In the Select Transaction table > Refund to Subsidy column, for transactions used the subsidy, the amount is changed to the specified refund amount. Staff users can optionally edit the amounts if required.

To issue refunds to multiple customer accounts in a FlexReg program

1. Go to Front Desk > Refund > Registration Mass Refund.

2. Under the FlexReg Search Criteria section, search for and select a required program.

3. On the Mass Refund for {program name} page, the date range defaults to the selected program’s start and end dates. If required, specify another date range by which to search for customers.

Customers who are enrolled on dates within the specified date range are returned.

4. If refund charges are configured, then to apply the refund charges, select the Apply refund charges check box.

5. For each customer, click ▼ to expand the list of reservation units. Select the reservation units to refund.

Note that the Refund Type can only be To Account. The mass refund feature does not support refunds to a customer’s credit card.

6. Click Submit.

Note: If multiple payers paid for a customer’s enrollment, then the payer who paid the greatest amount receives the refunded amount. If two payers paid the same amount, then the payer with the lowest Customer ID number receives the refund. To see which payer received the refund, open the customer’s refund receipt.

Note: Click here for details of the fields on this page.

Related topics

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