*How to Issue a Refund

If you are using integrated payment processing, you can issue refunds via Learning Stream.

1. On the event's control panel, click on the Financial icon next to a registrant.
2. Click [Refund] for the registration requiring a refund and enter the amount.

Refunds may be prevented for any of the following reasons: 

1. Refunds of recent transactions (Non-Settled) can't process. Typical transactions are settled within 24-48 hours depending on your financial institution. If you receive an error, retry after settlement has occurred.
2. Transactions that are over 30-60 days old may not be available for a refund depending on your financial institution's rules. In these cases, enter the refund directly into your payment processing system or issue a manual check for a refund and an adjustment should be entered into Learning Stream.
3. Some cardholders are not allowed by their card issuer to accept refunds to their accounts
4. Your merchant account may not be enabled to allow refunds.

Noting other refunds

If you need to note a refund of a payment by means other than integrated payment processing (credit card, etc.):

1. On the event's control panel, click on the Financial icon.
2. Click "Enter Adjustment" for the registration requiring a refund
3. Enter a negative amount like this: -100. (Note:  a negative amount would be entered if the registration has a confirmed status.  If the registration has a canceled status, a positive amount would be entered.)
4. Enter a description such as "Full refund for the payment already received".
5. You can delete the original entry to balance the statement.