Program Credits/Refunds Process in daxko

Post date: Dec 17, 2013 4:1:56 PM

Hey everyone,

When you process a refund or program credit in Daxko, it goes to a Pending Batch where it has to be approved by Bill.  So the process for this will be:

1.       Have the member/participant complete the Credit/Refund Form (or you will complete it if they are not here in person).

2.       Process the refund/program credit in Daxko by cancelling the program they are registered for.  This can’t be done until the day after they register.

3.       Give the Credit/Refund Form to Bill to be signed.

If the form is not filled out, this will NOT trigger the process and there will be a delay in processing so you have to fill the form out for every credit/refund.

Thanks everyone.