How to Refund a Full / Partial Payment?
You may issue a refund directly through X-CD ONLY IF your payment processor is PayPal OR Authorize.net OR Moneris OR Stripe
AND if X-CD has enabled refunding for your site.
NOTE: For some processors, there may be a 24-hour waiting period and you will not be able to issue a refund on the same day as when a payment has been made.
For those NOT using Paypal, Authorize.net, Stripe or Moneris:
1. Login to your payment processor account and issue a refund through your merchant account.
To Issue a Refund:
- Click Dashboard
- Click Attendee Module
- Click Manage button
- Located on the right side of the screen, in the Search field, enter the first few characters of the Attendee first or Lastname
- Click the Manage button for the Attendee
- Click Payments in the horizontal menu
Select Refund Payment
- If the message 'No payments are eligible to be refunded.' it means this person's registration is part of an exhibitor/company registration, you will need to go to the Company Registration, go to Registration in the horizontal menu, select Manage Staff and then select the individual's registration and proceed to follow the steps from step 5 above
- If this is a full refund and cancellation of a purchase item(s), click the checkbox(ed) beside the item(s) being refunded, as this will also delete the item from the registration. If you are refunding a partial amount not tied to a item, skip to step 9
If applicable, enter a cancellation processing fee amount
- This will add a line item for the cancellation fee on the invoice and will be subtracted from the amount to be refunded automatically.
- If not refunding for a specific registration item, enter a refund amount in the Fixed Refund Amount field and if applicable, Fixed Refund Tax Amount. Do not add a minus sign '-' infront of the amount.
- Click the Next button
- Enter an Admin note explaining the refund reason
Select the Refund Type such that
- System Credit = will not process a refund in your credit card system. It will only create a transaction to record the credit in x-cd. (Note: you may need to remove the refunded item or apply a discount to offset the refunded amount if is it a partial refund)
- Processor Refund = will process a refund in your credit card system. For this amount, it will also create a payment transaction in the system. NOTE: This option will only work for those using Authorize.Net or Paypal or Moneris or Stripe processors.
- Click the Process Refund button
If you wish to send an email to the end-user, click Admin in the horizontal menu, select Email Attendee to compose a message and send it.
- Note: You may attach an updated invoice showing the refund.
- If the person's registration should be canceled, then click Admin in the horizontal menu, select Cancel/Delete/Reinstate
Enter a Cancellation note, click Process Cancellation
- This will remove all items from the registration and mark them as canceled. Note: the attendee is NOT emailed.
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