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John Fineberg
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February 6, 2015 at 8:46 am
I have two questions about when someone registers and pays for a class via PayPal, and then contacts me later, asking to cancel.
If I go to Event Espresso – Transactions, I see the trash can and click on it. I then see a drop down list. One of those choices is “Cancelled.”
So my first question is, in Event Espresso language, does that category mean this registrant has cancelled their registration. Or does it mean that the class, itself, has cancelled?
My next question has to do with the heading, “Delete Payment/Refund for Transaction #xxx.” If I click “Delete,” does that simply delete their registration? Or does it also automatically refund their registration fee?
Canceling a registration and issuing a refund all in one button would awfully convenient, without also needing to go to the PayPal website to issue a refund. However — and this is a really big however — I often issue only partial refunds. Therefore, going to PayPal’s site to issue refunds gives me the control I need to do that. So, anyway, I need to know what’s going to happen if I click “Cancel,” before I do so.
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Lorenzo Orlando Caum
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February 6, 2015 at 11:22 am
Hi John, here is feedback on your questions.
Any changes via the Registrations Details screen or the Transaction Details screen will only affect that attendee/registrant.
The event itself will not be cancelled.
Refunds are a two part process.
You should use the apply refund button in the payment details area of the transactions details screen. Then login to your payment processor to return the funds to the registrant/attendee.
The same applies for partial refunds.
Again, full refunds and partial refunds through the Transaction details screen will not automatically process a refund in the payment processor.
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Lorenzo
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John Fineberg
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February 6, 2015 at 11:46 am
Thanks, Lorenzo. Glad to know that it’s a two-part process, so I have full control over partial refunds.
As to my first question, I must not have been clear. When I said:
Or does it mean that the class, itself, has cancelled?
I understand that the entire class has not cancelled. But does that mean that I, personally, cancelled that person’s registration? So, asked another way, by clicking on “Cancelled,” is the message that the customer cancelled the registration or that the business cancelled the registration? Do you see the difference? Those are two different scenarios, so just want to be clear as to what EE means by clicking that button.
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Lorenzo Orlando Caum
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February 6, 2015 at 12:12 pm
Hi,
In terms of how the software handles cancellations, there isn’t a difference here. Their registration will be changed to cancelled.
To be more specific, they will not receive a message that says John canceled your registration. If you choose to send out a message during the refund (apply refund), then they will receive a message that it has been cancelled.
If this change is made through the Registration details screen, then no notification is sent.
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Lorenzo
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John Fineberg
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February 6, 2015 at 12:44 pm
The registration stays in the system, only listed as cancelled, correct? And there’s still an electronic record of their registration and cancellation, right?
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Lorenzo Orlando Caum
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February 6, 2015 at 1:26 pm
That is correct. It will not be deleted since only the status is being changed.
If you need to delete a registration, then you would need to delete any payments on the transaction. Then trash and permanently delete the registrant.
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Lorenzo
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John Fineberg
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February 6, 2015 at 2:02 pm
Think I have it. Thanks, Lorenzo.
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