Managing Forms
Note that some of the instructions below, such as “Record an offline payment” and “Process a Refund” will only apply to forms that take payments.
Record an Offline Payment
This situation applies when you receive a check or cash for a form payment. Payments yet to be received are listed in red.
- Click on “View/Void” next to the name
- Click “Record Payment received”
Link a Form Submission to an Account
- Click “View/Void” or View/Refund” next to the name
- Select “Link registration to account”
- Search for the account name
- Click on the account. Once the account has been linked, the
icon will appear next to the name. The icon is clickable.
Void a Form Checkout
- Click “View/Void” next to the name
- Select “Void”
- A message will come up asking you to confirm
- Click Continue
Process a Form Refund
- Click “View/Void” next to the name
- Select “Void & Refund”
- A message will come up asking you to confirm void and issue full refund
- Click Continue
Please note that once a transaction is refunded it cannot be undone.
Export to a Form to a CSV Spreadsheet
- Click Export CSV
- Select to export all checkouts or checkouts of just a particular item