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Sue Adams
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November 4, 2015 at 12:14 pm
Is there a way to retrieve canceled payments from within event espresso? We normally don’t allow cancellations for our event, but because our event involves multiple government employees and the state still has no budget, we had to allow cancellations even after receiving payments. In those cases, we would delete the payment in EE and then to keep a clean csv report, the event coordinator would have me delete the registration after that. Now she wants me to retrieve that info to initiate refunds. (I assumed she was tracking that information). Thank you!
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Lorenzo Orlando Caum
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November 4, 2015 at 2:50 pm
Hi Sue,
If the payments were deleted from the transaction via the transaction details screen, then there would be a balance owed on those transactions.
Was the registration status for the matching registration changed to cancelled afterwards?
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Lorenzo
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Sue Adams
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November 5, 2015 at 9:40 am
The registrations were actually deleted to prevent them from showing up on the csv report.
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Lorenzo Orlando Caum
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November 5, 2015 at 10:18 am
Hi Sue,
If the payments were deleted and then the registrations were trashed and deleted, then that information is gone.
Are you asking for feedback on your workflow for cancelling payments?
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Lorenzo
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Sue Adams
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November 5, 2015 at 10:29 am
Since we’ve evidently handled thing incorrectly, then yes please. Thank you!
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Lorenzo Orlando Caum
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November 5, 2015 at 10:42 am
Hi Sue, here is how I would cancel a payment.
Go to your WP-admin and then go to Event Espresso –> Transactions. Now look for the transaction and click on it.
This will take you to the transaction details screen which shows the transactions along with any payments.
If you have already received a payment, then you could just use the refund button. When you click that a window will appear with some pre-filled information. Double-check that the information is correct and then scroll down and apply the refund.
The last step would be to actually send the funds back to the attendee/registrant. If they paid via an online payment, then you could login to your merchant account and return the funds to them as a refund.
If they used an offline payment method like invoice, then you could send them a check.
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Lorenzo
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