If promotions or fee are tied to the activity to be replaced, they will cancel automatically.
If promotions or fee are applicable on the new activity they will not apply automatically.
Replacing an activity will not void the sale of any merchandise and/or memberships required to purchase the original activity.
If merchandise and/or memberships are required to purchase the new activity, they will not be offered.
FIND THE ACTIVITY TO REPLACE
Search for the customer:
Click on CLIENT name
MAKE THE REPLACEMENT:
Click on PURCHASES to find the activity to replace. Once you've found the activity, click Invoice to go directly to the invoice related to the registration.
Select the activity to REPLACE
Select the REPLACEMENT activity
Carefully read the WARNINGS, they will help you make decisions about promotions, products and / or memberships and service fees
Check the DETAILS of the replacement by clicking on DETAILS
You can also add a custom invoice item when replacing (fee or rebate)
It is possible to ADD A REBATE or INVOICE MANUALLY, so you can make the adjustment to the new bill if that is necessary to obtain the desired balance due.
Select the MAIL checkbox to send the client an email of the replacement invoice, uncheck if you do not want to send an email
when replacement is used
Replacing creates a credit note (replacement) in the customer's account
The participant will be unregistered from the original activity
Replacing creates an invoice (replacement) in the customer's account
The participant will be registered to the new activity