Topic:

How do I charge a cancellation fee?

Solution:

When an attendee is cancelled in an event, then a credit will be automatically generated on their record for the entire amount that they have been charged.  However this credit will never be refunded back to an attendee's credit card automatically (if they paid with a credit card).  This will allow you to assess or charge a cancellation fee to the attendee's record if needed before processing any appropriate refund.

To add a cancellation fee to an attendee record:

1. Find and edit the registrant's record to open the Attendee Info. window.
2. Click the Transaction icon on the left sidebar.
3. Click the New Transaction button in the top right corner. The New Transaction window will open.
4. In the Revenue Adjustment section, select the option to Adjust this registrant's balance due and click Next.
5. On the next step, enter the following information:
   • Enter the Date of the transaction (default is today's date).
   • In the Type field, select Other Charges from the menu.
   • Enter the Amount of the payment.
     • Enter positive numbers only.
   • Enter any Notes regarding this payment (optional)
     • For example: "Cancellation Fee"
6. Click Save and Close when finished.

Additional Information:

The process outlined above will change the expected revenue or balance due on the attendee's record. You will still need to process an appropriate charge or refund back to the attendee. See the Related Links below for further assistance.

Related Links:

• About Transactions in RegOnline
• How do I find an attendee?
• How do I create a manual credit transaction for a registrant? 
• How do I enter an online refund? 
• How do I process a check refund?
• How do I process a partial refund?
• User's Guide - Attendee Record - New Transaction

Keywords: Cancellation Fee, Fees, Refund, Partial, Transactions, Transaction, Manual, Processing, Accounting, Cancel, Charge, Charges, cancellation policy, cancellation policy, cancelled, cancellation-fee