Quick Method to Unapply Payments from Cancelled Events
Last edited 3/15/2021
When an entire event is cancelled, it may be necessary to process refunds without removing registration data, or at least to issue refunds quickly and delete registrations later. Follow the steps below to unapply all payments quickly.
Contact Tentaroo if you are wondering if this is a good process for your event.
Step 1: Open the Registration in the Group Account
Numbers or Numbers & Names Event: From the Event's Registrations tab, select a group and click the "Open Registration in Group" button, OR open the "Select Client" tool and filter for your group. Once in the group account, upcoming registrations will appear on the group's home screen, and past Events can be found by going to Events. Click here for more information on finding a past registration.
Names Event: Open the "Select Client" tool, switch to Participants and choose your Event Type. Filter for your group and select a participant to open the registration. Use the app back button in the blue bar at the top to return to the main registration page.
Step 2: Unapply Payment
In the Financial Summary card, the Balance section can be expanded to view details including the total paid ("Applied Payments") toward this registration.
Select "Pay Other Amount" and enter the amount to be unapplied as a negative amount. Click Save to add it to the cart and check out.
During checkout, select either "Add Credit to Account" in order to leave the credit on file or "At Council / Other" to process the amount as a refund. Enter detailed notes about the transaction such as the reason, the refund method if applicable, and your name/initials, then click Submit Order. Learn more about processing refunds here.
Repeat steps 1 and 2 for all groups.
Step 3: Delete Event
After all payments have been unapplied, delete the Event. The Event and data can be restored at any time, but the groups will no longer see this Event in their current or past registrations.
This also applies if no payment is due.