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Manage Registration Orders
Manage Registration Orders

View, refund, cancel, or mark orders as paid

Daniel Murphey avatar
Written by Daniel Murphey
Updated over a week ago

After people have registered for your event through Webex Events Registration, you can go to the Orders tab to review and manage orders. The Orders page shows the following information:

  • Order ID# - Click this number to review the order.

  • Buyer Name - This is the person who paid for the ticket. This may not be the same as the person attending your event.

  • Status - Orders can be in a 'Not Paid', 'Complete', or 'Refunded' status — we'll cover each status later in this article.

  • Quantity - The number of tickets in the order.

  • Sale Amount - The total amount paid for all tickets in the order.

  • Promo Code - This shows the promo code applied to the order, if any.

  • Order Date - The date registration was completed.

  • Payment Type - Check, Invoice, or Credit Card.

Order Statuses

There are five different statuses an order can have:

  • Complete - The order is fully paid.

  • X/Y Complete - Some tickets on the order were canceled/refunded, but at least one wasn't.

  • Refunded - All tickets on the order were refunded.

  • Canceled - All tickets on the order were canceled.

  • Refunded/Canceled - One or more tickets on the order were refunded, and the rest were canceled.

Actions

Depending on the order's status, there are several actions you can take by clicking the Settings () icon next to an order. Before we talk about editing orders, here's a table that lists possible actions based on order type:

Not Paid

Complete

Refunded

Cancelled

Mark as Paid

Resend Order Confirmation

View Ticket

View Ticket

Resend Order Confirmation

View Ticket

View Receipt

View Receipt

View Invoice

View Receipt

View Invoice

Refund*

Cancel Order

Refund

Cancel Order

💡 Keep in mind, if you cancel a ticket, you can still refund it. If you refund a ticket, it's automatically canceled as well.

Multiple orders

Click the checkboxes next to orders and export them or resend order confirmations. The export contains the same data as the 'Orders' export you can download from the Metrics tab.

💡 Keep in mind, you can resend order confirmations to 100 or fewer orders at a time. Order confirmations are only sent for completed orders.

Mark as Paid

This status means that the purchaser used one of the offline payment options — check or invoice. Anyone who selects this option must submit payment outside of the Webex Events registration process. Until you click 'Mark as Paid' on the order, none of the attendees on the order will be added to your Event App or Community, and they won't receive an email containing their tickets.

Read our Invoice & Check Payments article for complete details about offline payments.

Cancel Order

When you click 'Cancel Order', a modal will appear where you select which attendee on the order to cancel. Simply check the box next to each attendee whose ticket should be canceled and click Cancel Tickets.

Screenshot of the Cancel Order modal.

A cancellation email generates automatically, and all attendees whose tickets were canceled can no longer access your Event App or Community or check in. If you cancel an order, you can still refund the order later.

💡 Keep in mind, if you cancel the order of someone who is 'Active' in your Event App or Community, they'll be automatically blocked there. If they register again with the same email and you still want them to have access, you can manually unblock them.

Refund

When you click 'Refund', a modal appears where you select which attendee(s) on the order to refund. Simply check the box next to each attendee whose tickets should be refunded and click Refund Tickets. A summary at the bottom shows the total refund amount.

Screenshot of the Refund modal.

After you click ‘Refund Tickets’, several things happen automatically:

  • Orders paid by credit card are refunded through Stripe, and a confirmation email is sent to the purchaser.

    💡 Keep in mind, Stripe's processing fee isn't refunded. Refer to Stripe's refund policy, for more information.

  • If the order was by invoice or check, an email is sent to the purchaser letting them know that a refund has been initiated. From that point, it's up to you and the purchaser to arrange the refund. Orders purchased by invoice or check can't be refunded through a linked Stripe account.

  • All attendees whose tickets were refunded can no longer check in to your event or join your Event App or Community if it's set to 'Invite Only'.

    💡 Keep in mind, if you refund the order of someone who is 'Active' in your Event App or Community, they'll be automatically blocked there. If they register again with the same email and you still want them to have access, you can manually unblock them.

  • Registration Metrics automatically update to reflect the refund. Check the 'Fees & Discounts' section of the Registration Metrics page to review refund and net sales totals.

Order Details

Clicking on an Order ID number opens the Order Detail page. This page has all the purchaser's information, a breakdown of the order total including refunds and discounts, and a list of any attendees on the order.

Screenshot of the Order Details page.

Click the Settings () icon next to the 'Order Detail' number at the top to complete any of the actions mentioned earlier. There are several additional actions you can take by clicking the Settings () icon next to an attendee, depending on the order status:

Not Paid

Complete

Refunded

Cancelled

View Attendee Profile

View Attendee Profile

View Attendee Profile

View Ticket

Edit

View Ticket

View Ticket

Resend Confirmation

Edit

View Event App Profile*

Edit

💡 Keep in mind, the 'View Event App Profile' option only appears if your event's Registration and Event App are both active.

Click the 'Edit' link next to the 'Purchaser Information' label to edit their name, email, and billing address.

Screenshot showing the Edit link.

Now you know all about the Registration Orders page!

Pro tips! 😎

Questions? Chat Us or Email support@socio.events

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