Bulk Meeting Registration Cancellation

1. 1. Click on My Work

   

2. 2. Click on Meetings

   

3. 3. Click on Bulk Registration Cancellation

   

4. 4. Click on Bulk Meeting Registration Cancellation

   

5. 5. Click on search

   

6. 6. Enter the name of the event or the event code

   

7. 7. Click on the box next to the event

   

8. 8. Click on ADD

   

9. 9. Click on search

   

10. 10. Click on the box next to the correct batch

    

11. 11. Click on ADD

    

12. 12. Click on OK

    

13. 13. Click on Advanced Find Create advanced search queries. Press enter to open in new window.

    

14. 14. Select Invoices from Look for:

    

15. 15. Select Refunds for event cancellations (invoice) - Bridget from Use Saved View:

    

16. 16. Click on the search bar next to the meeting

    

17. 17. Click on the event in the selected records field

    

18. 18. Click on Remove

    

19. 19. In the search bar type the name of the event that was cancelled

    

20. 20. Click on Checkbox next to the event name

    

21. 21. Click on Select

    

22. 22. Click on Add

    

23. 23. Click on Results

    

24. 24. This will pull up all the invoices for registrants that paid and need to be reimbursed. You can click on the line item to open the invoice and then follow with the refund process. Repeat until all invoices have been refunded.