Refund Tips

Cancelling an Order does NOT cancel the payment.  Use Issue Refund instead, available from the Payments Menu in the Order Manager.  Then cancel the order for inventory restocking.

• Not using the Participant ID with your ePayTrak system?  You now have the option to hide the Participant ID field during new user registration.  Some schools find this a critical field to match transactions to the correct student while some don't use it at all.  If you don't use it, you can now simplify the account creation process by hiding this field on the new account setup screen.  Navigate to Configure>Store. In the General section on the left side, you will see a checkbox next to 'Hide Participant ID during Registration'.  If the box is checked, your customers will not see the Participant ID field when they create a new user account.  This does not change the ability to add data to the field later, or use it for class authentication or verification.
• If you are using ePayTrak to register people for classes we have a new class list template that lets you input class name, semester, dates, time, room, prerequisites and other information in a preformatted display grid. Please let me know if you are interested in utilizing those new fields and I can walk you through how to use them as well as the display options they allow!

• After processing a transaction, do NOT remove any of the items in the Edit Order window.  This will remove participant names and will remove all transaction history, adversely impacting reports and inventory levels.
• If you process a transaction and need to change a product in the order, it is not recommended that you use the Edit Order functionality unless the amounts of the products are the same. Issuing a refund and creating a new transaction will give you better results for reporting and inventory levels.
• For a faster response to your technical support e-mail  queries, please address those e-mail requests to: techsupport@edutrak.com.