Bulk cancellation within the A/R Center allows users to cancel or refund hundreds of transactions at once. Upon canceling the transaction(s) of interest:
Background job will run in the background
The refunds will go to user credit
If refunding a registration, users will automatically be removed from the session roster and teams
Logs will be recorded
User will be notified once the process is complete
Important Note:
Taxes are shown as separate line items in A/R Center, which is different from the Transaction Browser, however, taxes work the same as other refunds and are refunded as part of the original transaction. If a tax line item to cancel/refund is selected, a warning will show on the result page that taxes cannot be refunded separately. The rest of the selected transactions will go through as expected.
Instructions
Navigate to Financial, and then select A/R Center
Navigate through Filters
Due Date: Set a From and To date
Last Invoice: Input From and To dates here as well which will allow you to see the last invoices for a certain date range
Type: Select which type of invoice to see
Activity: Either use the search feature if you know the name of the activity or the session you are looking to include, or select activity from the drop-down menu
Activity Date: Allows you to put a start and end date for activities
Account: Search for individual names or groups so you can send an invoice to them or look at records
Rental Location: Select one or more facility locations
Rental Date: Date spans can be used as a search method to find invoices
Paid: Search in three ways in this category: All, Paid, or Unpaid
Card: Search in three ways in this category: All, Card, or No-Card
Items Per Page: Helps filter the number of invoices per page
Results will populate as soon as you select your filters
Click the checkbox(es) next to the results to apply an action
Note:
If you want to select all results, click the top checkbox next to #.
Select Bulk Edit
Select the transaction(s) you wish to cancel
Click Cancel Transactions
Click Confirm on the pop-up that says Cancelling the transactions will refund them. If applicable, reservations will be cancelled and users will be removed from session rosters.
A Bulk Cancel Transactions complete! notification will appear once the process has completed
