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    Anna LaFayette

    What if i need to make a substitution?  Meaning one person is registered but they are no longer able to come so they want someone else to come in their place?

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    Kinsey Mahan

    Hi Anna - The steps to take in this situation depend on your specific set-up. I'm going to create a Help Ticket for you with this question so that the Help Team can follow up. You'll receive an email about it in just a moment – feel free to reply with details on which member is no longer coming, and who will attend in their place.

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    Tracy Steadman

    How can you get a registrant list if you are still in the classic version of MemberClicks?

     

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    Kinsey Mahan

    Hi Tracy - In the Classic system, the closest thing to the registrant list is exporting the form receipts. To do so, navigate to Forms > Form List > click the number next to Receipts.

    From inside the receipt list, choose to Tag all receipts on all pages, then click Export at the bottom of the page.

    If you have other questions, feel free to reach out to the Help Team by phone at 404-879-2800 or via email at help@memberclicks.com.

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    Joyce Uglow

    When a registrant cancels and has a balance due, it would be helpful to have the option of voiding the invoice at that time. When the invoice is open and the cancellation requires a credit invoice, the balance due doubles. Then the admin needs to void the original invoice AND the credit memo to get the balance to zero. There is nothing to settle when there has been no payment made. 

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    Jay Fitzmaurice

    Hello Joyce! I definitely see where you're coming from. When cancelling a registration, you do not have to create a Credit Memo at all; you can remove that from the Invoice/Credit Memo pop-up module and simply save the cancellation change. For feedback about the Void option, please leave that here: that will get it directly to our Product Team so further consideration. Hearing it from you will also give other folks a chance to vote on your idea, too. I hope that helps!

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