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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

record form payment received
This situation applies when you receive a check or cash for a form payment. Payments yet to be received are listed in red.

  1. Click on “View/Void” next to the name
  2. Click “Record Payment received”
Link a Form Submission to an Account

link form submission to member account

  1. Click “View/Void” or View/Refund” next to the name
  2. Select “Link registration to account”
  3. Search for the account name
  4. Click on the account. Once the account has been linked, the person icon icon will appear next to the name. The icon is clickable.
Void a Checkout

void checkout

  1. Click “View/Void” next to the name
  2. Select “Void”
  3. A message will come up asking you to confirm
  4. Click Continue
Process a Refund

issue form refund

  1. Click “View/Void” next to the name
  2. Select “Void & Refund”
  3. A message will come up asking you to confirm void and issue full refund
  4. Click Continue

Please note that once a transaction if refunded it cannot be undone.

Export to a CSV Spreadsheet

export to csv

  1. Click Export CSV
  2. Select to export all checkouts or checkouts of just a particular item