How To: Re-booking a Delegate on the same Course

How to Book a Delegate onto a Course that they have already been Cancelled from

  1. Find the Cancelled Delegate via the Delegates tab from a Course Date that you need to re-book them back onto.

  2. Right click on the cancelled Delegate and select the Rebook Delegate option.

     

  3. Enter a charge for the new booking record or leave the Charge field blank if there is no extra cost.

     

  4. Click Rebook.

  5. Click Yes to confirm the rebooking. 

 

Cancellation/Transfer Charges & Invoice Generation

Cancelling a paid for place & re-booking the same Delegate

When you are cancelling a Delegate place that is associated with a completed / fully paid Invoice you will see an option to apply a cancellation charge while processing the cancellation.

If you apply a cancellation charge, a new Invoice will be generated for the value of the cancellation charge which you can find in the main Invoices DataGrid, as this Invoice is not linked to the Delegate record.

The value of the cancelled Delegate will be refunded from the original transaction and a Credit Note will be raised to balance off the invoice. If a payment gateway was used for payment, there will be the option to keep this refund local in the cancellation wizard.

If you then want to re-book the same delegate back on to the same course via the Delegates DataGrid, a new invoice will be generated for the full outstanding amount which you can then view via the main Invoices DataGrid.

Cancelling an invoiced place & re-booking the same Delegate

When you are cancelling a Delegate place that is associated with an outstanding Invoice, you will see an option to apply a cancellation charge while processing the cancellation.

If you apply a cancellation charge, a new Invoice will be generated for the value of the cancellation charge which you can find in the main Invoices DataGrid, as this Invoice is not linked to the Delegate record.

The original Invoice will be marked as completed and paid off by a platform-generated Credit Note.

If you then want to re-book the same delegate back on to the same course via the Delegates DataGrid, a new invoice will be generated for the full outstanding amount which you can then view via the main Invoices DataGrid.