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Processing cancellation fees in PE

Last post 11-17-2009 3:58 PM by Marc Persad. 1 replies.
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  • 11-06-2009 2:04 PM

    Processing cancellation fees in PE

    We're a new/soon to convert to PE/O.  How are current PE/O users processing cancellation fees - when the registrants wants to cancel and registration and receive a refund (including vouchers and gift certificates?  For most of our events/classes, there is a variable cancellation fee and we aren't completely sure how to approach processing/tracking/reporting the cancellation fee. 

    Would you create an event for the cancellation fees and then refund the class/event fee to a voucher/client account and then register them for the fee and refund the remainder (class fee minus cancellation fee = amount returned)?

  • 11-17-2009 3:58 PM In reply to

    • Marc Persad
    • Not Ranked
    • Posts 4
    • Organization: Blackbaud, Inc.
    • Products:  The Patron Edge

    Re: Processing cancellation fees in PE

    Hi Carolyn. We have an excellent KnowledgeBase Solution on setting up Global Cancellation fees. You can review solution BB189243. As far as reporting goes, you can try the Commisions Report in The Patron Edge.

    For step by step instructions with screen shots please review Chapter 7 on the Box Office Setup Guide which discusses Cancellation Fees in detail. 

    I hope this information is helpful. If you have any questions, please feel free to post them here.

     

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