If you made an error when entering a sale, or if the person who signed up through the Form has changed their mind, you can delete the sale. Here's how to do it.
To refund a sale, see this article. If the sale was paid via Online Payment (e.g., by credit card), you won't be able to delete it — only refund it.
Deleting an entered sale
Go to the relevant Event or Form and open the Registrants tab. Find the person you want to refund in the participant list and click the Detail icon at the far right of their row.
This opens the sale detail view. To delete it, click the Delete all button in the top right corner of the page.
Once you confirm the action:
- The sale will be removed from the Registrants list.
- The book entry associated with the sale will be automatically deleted.
End-users cannot delete a sale themselves — only an Administrator can do this.
Special cases
A Tax Receipt or invoice has been issued
If a Tax Receipt was generated or an invoice was issued at the time of purchase, clicking Delete all will:
- Remove the transaction from the Registrants list.
- Create a credit note entry.
The transaction will still be accessible from the Buyer's profile page under the Purchases section.
A deposit has been paid
For example, someone places an order for 3 inventory-tracked products totaling $90.00 and pays a $30.00 deposit. The Check associated with the purchase entry has already been deposited. When the balance comes due, the person cancels their order and forfeits the deposit, which has already been collected.
To cancel the sale while keeping the deposit revenue, you can:
- Cancel the transaction — the products will be added back to your Inventory.
- Record a Revenue of $30.00 corresponding to the deposit.
Changing an Event
If you need to move a Registrant to a different Event or update certain fields in the transaction (amount, service, etc.), you'll need to cancel or refund it and create a new one.
Comments
0 comments
Article is closed for comments.