Topic: Canceling of single items/events - reimbursement of partial payments  (Read 49638 times)

Several participants booked (for instance) unintentionally an extra conference dinner and now want a refund for this particular item.
We use different payment options, including a credit-card gateway.
What is the best procedure to mark these changes in the ConfTool system?

First of all, go to the list of all registrations for participation

Overview => User and Participant Management => List of All Registrations for Participation

and edit the corresponding registrations by clicking in the right-hand column “Action” on “Edit registration”. Update the registration by unticking the option or editing the number of the relevant item.
Important: If you want to create a new invoice number, please go to the section “Administrative Data (only visible to admins and assistants)” and enable the checkbox for the option ”Generate new Invoice Number” (see Image 1). Before you save the new settings, print out the old invoice, because saving the new registration will overwrite the old invoice in the system and it will no longer be available!
Save the changed data and send an e-mail to the participant by clicking on “Save participant data and send a new confirmation e-mail” which includes a link to the updated invoice.

If the outstanding sum has not been paid so far by the participant then there is nothing else you have to do.

If the sum of the old invoice has already been paid, you will have to send the difference in the amount back to the participant choosing the payment mode of the participant. If you use an online payment system, please go to this system to make the reimbursement. Note: Only a few online payment systems (like PayPal or Ogone) will automatically adjust the payment amounts in the ConfTool system.

This means for most payment methods you will have to manually change the payment.
To do so, go to the list of registrations for participation

Overview => User and Participant Management => List of All Registrations for Participation

and edit the payment by clicking in the right-hand column “Action” on “Payments”.
Now enter the refunded amount as new entry with a negative value (i.e. "-50" for 50 Euro reimbursement - see Image 2) to keep track of these transactions in the ConfTool system. The participant will receive a corresponding e-mail ("Payment cancelled").