Refund without Canceling Registration

At times you may need to refund money without canceling the registration. For example, refund a single payment or an overpayment.

To refund without canceling the registration:

1. Select a registration in the Registrations Explorer tab.
2. With the registration highlighted, select the Payments tab.
3. Select the payment you want to refund then click the Edit button.
4. Click the Refund Wizard button.
5. Select the Refund to and Refund Amount options.
6. Uncheck the Cancel this registration? and Zero out CEUs, hours, and credits? boxes.
7. Select the appropriate Refund description from the drop down menu.
8. Click the Process button.
9. Click the Yes button on the Make Adjustment box if you want a fee adjustment entered to zero out the Amount Due.

Amount Overpaid

If you select the Amount overpaid option in step 5, steps 6-7 are not available.