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Line Item Credits

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  • Line Item Credits

    Do we have the ability to credit a registration a specific amount without canceling and crediting the entire registration? i.e. we would like to credit a registration $10 for whatever reason and the registration has a $100 total with several attendees. Currently we have to cancel and credit the entire registration and then re-enter the registration. (Unless I'm missing something?)

    Thanks!

  • #2
    Good day michaelc

    Sorry but at this time you cannot issue a partial credit. Dealing with a partial credit creates a lot of complications in Salesforce, e.g. which opportunity and if a partial of an existing opportunity. It also creates complications in tracking changes for accounting.

    The only solution at this time is to issue credit and then charge again the correct amount. This will create a complete transaction history without any chance of error in opportunities, campaigns, etc.
    Regards,
    Click & Pledge Support Department

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