Topic:

When an attendee cancels their registration, I send them a check refund instead of a credit card refund. How do I process or record a check refund sent to an attendee?

Solution:

Many customers issue refunds by check only, and not by credit card. This policy serves to reduce the number and amount of credit card transactions, reducing their credit card processing fees. However like any other offline transaction, a check refund needs to be recorded manually on an attendee record in order to balance the transactions on an attendee record.

To record a check refund:

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 on New Transaction link in the top right corner.
4. In the Cash Transaction section, select the option to Enter a manual (offline) refund 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 Check Refund from the menu.
   • Enter the Amount of the refund sent to the attendee.
     • Enter positive numbers only.
   • Enter any Notes regarding this payment (optional)
     • Example: "Check number 1234"
6. Click Save and Close when finished.

Additional Information:

None.

Related Links:

• About Transactions in RegOnline
• How do I enter an online credit card refund?
• How do I record an offline credit card refund? 
• How do I charge a cancellation fee?
• How do I process a check payment?
• How do I change a registrant's payment method?
• User's Guide - Attendee Record - New Transaction

Keywords:  Check, Check-Processing, Refunds, Refunding, Bookkeeping, Accounts payable, receivable, Manual Transactions