Refunds

The "Refunds" Guide is available for download below.

For assistance, contact RegWerks Support at 888-847-9470 or [e-mail].

1. Navigate to the registration you want to refund. After opening the Registration window, and within the Payment tab, click the Add (+) button in Payments tab. 

                                

2. The NEW Payment window will open.                  

                                                         

• To process refunds for credit card and eCheck payments, select ePayment as the payment type in the Payment Type drop-down menu. 
  • • Leave the Payment Date as current. Leave the Reference field blank. Enter the amount of the refund as a negative in the Amount field (e.g. -$15). 
    • Add a note explaining the reason for the refund in the Note field, as needed. 
    • Click Process Refund Now (DO NOT CLICK SAVE). 

NOTE: If Process Refund Now does not automatically appear after completing the fields listed above, click in the white space just above Process Refund Now to refresh the system. When Process Refund Now appears, click on it to process the refund. Then Save.

• To notate refunds in RegWerks for all other types of payments, select the appropriate Payment Type, entering the refund Amount as a negative number. When refunding with a check, note in the Reference field the number of the check that will disburse the refund to the client. 

                                            

3. If the registrant’s balance also needs adjusting, go to the Adjustments tab, and click the Add button (+) to add a negative adjustment. 

                    

• Enter the amount of the refund as a negative in the Amount field (e.g. -$15).  
• Providing the reason for the refund is required for reporting purposes. Enter these notes in the Reason field. 

4. Select Save, and then Save again to finalize these changes in the system.