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Cancelling a registration after payment is received

Posted: June 2, 2014 at 7:20 am

Viewing 6 reply threads


Sue Adams

June 2, 2014 at 7:20 am

How can I cancel a registration after payment is already received within Event Espresso? The individual may have something come up: sickness, death in family, etc., I realize the refund would be handled by paypal, but how do I “unregister” them once that’s done? Thank you. P.S. I am running the personal license of EE4


Tony

  • Support Staff

June 2, 2014 at 9:09 am

Hi Sue,

‘Approved’ registrations count towards the attendee limits for you events, any registration can be cancelled by editing the Event, click on the Approved registrations link – http://take.ms/X4SNu

Find the Attendee within the list and edit that attendee’s registration – http://take.ms/sgnwL

Simply click ‘Cancelled’ to set that registration as Cancelled – http://take.ms/HQAMd && http://take.ms/UV4DF

However the Transaction will also need to be refunded so click ‘View Transaction – http://take.ms/1xqnM

Notice the transaction status is complete, click apply refund, fill in the relevant data and apply the refund. You can actually skip the first step and do all of the refund from within the transactions menu – http://take.ms/CZbxS

Notice the Registration status can be changed from that popup. EE separating them out allows for much more flexibility.

You will still need to apply the refund itself through Paypal as mentioned.

Does that help?


Sue Adams

June 2, 2014 at 9:58 pm

I’ve tried following your instructions but when I go to view the transaction there is nothing on the screen to click on that says “apply refund”. The registration shows paid but cancelled. then I click on the “View Transaction” button as illustrated but when I get there, there is no refund button available.


Tony

  • Support Staff

June 3, 2014 at 5:05 am

Hi Sue,

Can you tell me what version of EE4 are you currently running please?

You can find this within Dashboard -> Plugins. Look for Event Espresso and you’ll see the version number. For example http://take.ms/W0r33


Sue Adams

June 3, 2014 at 7:16 am

I am running version EE4.2.4


Tony

  • Support Staff

June 3, 2014 at 11:54 am

Hi Sue,

I notice this thread has been marked resolved:

https://eventespresso.com/topic/entering-a-payment-for-a-registrant-manually/

I’m just wondering if this thread can also be closed (as the issue is related) or do you require further assistance?


Sue Adams

June 3, 2014 at 5:07 pm

Ye, this can be marked resolved

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