The Goal: Issue a refund for a paid registration on a cancelled event — processing it automatically through your payment processor, recording a refund already issued, or applying a credit toward a future event or invoice.
Before You Begin:
- The registration must have a paid invoice before you can issue a refund.
- For credit card refunds, confirm that your GZ payment processor is connected so refunds can be processed automatically.
- Check payments and any refunds you already processed directly through your processor must be handled according to your own business procedures.
Step-by-Step Instructions
- Go to Events & Learning, Events section, and open the cancelled event.
- Click the Attendee Purchases tab of the event.
- In the Actions column, click the Actions button and select “Create Refund”.
- Add a note to the refund. If needed, modify the amount to refund either a portion of the payment or the full payment.
- Choose how the refund is handled:
- Credit card refunds will be automatically processed through your GZ payment processor.
- If you have already processed a credit card refund outside of GrowthZone directly through your processor, select the “Refund Already Issued by Processor” option. This records the refund in the GrowthZone software without a refund being issued back to the purchaser on the processor side.
- For check payments, manage the refund manually according to your business processes for cutting checks/returning funds.
As an alternative to a refund, you may also issue a credit toward a future event or invoice. More details on issuing refunds can be found here.
Common Pitfalls
- Double-refunding a credit card payment: If you already refunded the card directly through your processor, choose “Refund Already Issued by Processor” instead of a standard refund — otherwise GrowthZone will send a second refund to the purchaser.