How do I cancel an order?

  • From the Orders page (located in menu on the left of the page) find the relevant order using the search bar and click on the order name
  • Click on the Cancel Order button in top right corner of Order Details page
  • Select refund method (manual refund method would be used for cash onsite) - so credit_card is the default
  • Provide details for 'reason for cancelling the order' beneath 'Adjustment Fee', this is for cancellation fees (if applicable)
  • Click Cancel Order once above details have been entered.
  • To send this person an invoice (detailing cancellation fee), click Send Invoice button in top right corner of page, and then enter their email address.

How do I cancel a Product in an Order without cancelling the other Products?

  • From the Orders page (located in the menu on the left), find the relevant Order using the search bar and click on the Order name
  • Click on the Cancel Products/Items button in the top right corner of the Order Details page
  • Select the refund method you wish to use (credit_card is the default method)
  • Provide details for 'reason for refunding these products/items' - this is for any cancellation fees (if applicable)
  • Select the Product(s) and/or Item(s) you wish to refund. Note that you are able to use the check boxes on the right to preserve the Person records and/or Items, while still refunding them - this can be used if you wish to refund someone's Products but still wish for them to attend the event
  • Click Cancel Order once the above details have been finalised
  • To send an invoice (including cancellation details) to the person indicated in the billing details, click Send Invoice in the top right corner of the page, then click Send. Alternatively you can enter a different email address if you wish to send the email to a different address.

How do I cancel and transfer a registration?

  • From the Orders page (located in menu on the left of the page) find the relevant order using the search bar and click on the order name
  • From the Order Details page select the Advanced tab
  • Locate the person registered within this order that is to be cancelled
  • Next to their name is a small link entitled Cancel Registration - select this link
  • Add a notation for the reason of cancellation (e.g. Replaced by Joe Bloggs)
  • Back on the order details page, beneath Ordered Products, click copy registration link and email this to the relevant person to transfer the registration to.
  • This person will then be asked to fill out the registration form as normal

How do I send invoices?

  • From the Orders page (located in menu on the left of the page) find the relevant order using the search bar and click on the order name
  • In the Order Details page, click on the Send Invoice button at the top right hand corner of the page
  • A dialog box will appear, and the email address associated with the order itself will automatically populate itself into the dialog that appears - if you need to send the invoice to a different address then replace it with the desired address
  • Click Send to send the invoice

How do I close registration on a Site?

  • Navigate to Registration > Configuration, then click on the Sites tab and select the Site you wish to close the registration for
  • Under the Active section, select No, then click Save

Updated for Jomablue 5.7 onward

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