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Issue a Credit for a Cancelled Event

Updated

 

The Goal: Issue a credit memo to registrants who paid for a cancelled event, so they can apply the credit toward a future event or invoice.

Before You Begin:

  • You need billing/finance permissions to create and apply credit memos.
  • Confirm your organization’s policy: you’ve chosen not to issue refunds and instead want to give registrants a credit toward a future event or invoice.
  • Have the affected contact record(s) and the cancelled event’s paid registrations identified.

Due to unforeseen circumstances, you've had to cancel an event. You're not sure if you're gong to be able to reschedule, and your organization has chosen to not issue refunds. If your registrants have paid and you wish to give them a credit toward a future event or invoice, you can issue them a credit memo. You can do this either from a contact record via the Billing tab, or through the Billing module's All Credit Memos page. 

 

Microlearning Overview

Step-by-Step Instructions

  1. Go to Finance, Billing section, click All Credit Memos. (You can also issue a credit memo from an individual contact record by opening the contact’s Billing tab.)
  2. Create a new credit memo for the registrant who paid for the cancelled event, and enter the credit amount.
  3. Save the credit memo. When the registrant has a future event or open invoice, your staff can apply the credit memo to it.
    [INSERT SCREENSHOT: Cropped image showing the credit memo creation/apply step]

Credit memos can be applied to any open invoice; it is up to your organization to decide if you wish to restrict their use in any way.

Note Credit memos currently cannot be applied by the member; only your organization staff will be able to apply them to a future event or invoice.

More details on issuing credit memos can be found here.

Common Pitfalls

  • Expecting members to self-apply credits: Credit memos cannot be applied by the member. Only your organization’s staff can apply a credit memo to a future event or invoice, so be sure your team knows to apply it when the registrant registers again or receives a new invoice.

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