Credit memo request

Once an invoice has been entered into the accounting system for an event registration order (in alignment with Finance policies), the amount due can only be decreased or refunded by requesting a credit memo from Bookkeeper, including: the customer name, the reason for the credit, the original amount paid, any cancellation fee to subtract, net credit amount, the date the credit expires. Please submit credit memo requests via a separate email per request, with a subject line of 'Credit memo request: Customer Name'.

For example, if a group registration is made for $375, but a payment is sent for $285, then the role handling the registration needs to request a credit memo or collections will be attempted on the remainder.

(This is so that the internal invoice will be updated.)

What is not allowed:

If a group registers by credit card for $375, and then a refund is requested for $90 to make it a group registration payment, that will not be allowed. Instead, an invoice should be requested if the registration system cannot support the pricing model, as specified by Finance's Invoicing and Payment Processing policy.

For credit card payments, refunds requests to retroactively make the payment equal a group discount rates will not be allowed. Arrangements must be made prior to the customer sending payment.

For attend-again and other discounts, refunds will not be granted regularly to enact these pricing models; occasional exceptions can be made for logistical issues, such as with the website.