Usage
Issue online refunds fast by sending the money back on the same road it arrived. Reversing previous transactions is more secure than refunding to a new, and often unknown, credit card. Since the refund will link to the original payment record, it keeps your books tidier as well. If you refunded the member another way already, simply record it.
Platform
Cvent
Steps
Access the Orders & Payments page
1. Begin by selecting your event. From the left-hand navigation, click Attendees, then Attendee List. Search for the registrant and click their name.
The Details tab opens by default. Click the rightmost tab, Order & Payments
Adjust the order amount
2. In the Order Details section, click the arrow to the right of the item that requires a refund and select Adjust Order Amount from the dropdown
Refunding the full amount? Zero out whatever's in the New Amount field. For a partial refund, enter the price they should've been charged
Click Save
Issue the refund
3. Hover over Actions and select Submit Refund
Enter the refund total in the Refund Amount field
Click Online - Refund a credit card now. Or, click Offline... to record a refund made another way
If submitting an online refund, choose whether you want to refund to the Previous Transaction or Card on File. Refunding to the "Previous Transaction" will apply the refund amount to the existing line item on the member's credit card statement. Refunding to the "Card on File" will result in a new charge, creating a new line item of credit on the member's credit card statement
Once you're done, click Submit
NOTE: While it varies depending on your merchant account and the cardholder's bank, refunds generally take two to seven days to process. Your invitee will receive an automatic payment notification. You can also send the invoice or receipt manually to the registrant by going to Orders & Payments > Actions > Email This Page
If fees have been collected via Cvent, Cvent charges a percentage per transaction, which means it will also apply to the refund transaction