Delegate events can be created and then delegates and their deposits added as required. Before cancelling a delegate on a ticketed event, you should retain or refund any deposits using the steps below.
Retain a deposit on a delegate booking
To retain a deposit on a delegate booking, follow the steps below:
Within Rezlynx navigate to Advanced C&B, then select Search/Create Events.
Using the Event Search Parameters find the event that needs to be edited.
Click on the Event Reference.
Select the Delegate tab.
Select the function from the drop-down menu, then locate the delegate.
Click the Deposit button on the delegate.
Within the Refund Deposit screen, complete the information as required:
Refund payment code: select the payment type from the drop-down (even though you are seeking to retain not refund).
Analysis code: select the analysis code from the drop-down.
Refund comment: leave this blank as you are not seeking to refund.
Retain comment: type in the reason for retaining the deposit.
Percentage to retain: enter the percentage (100% means you are retaining the full value of the deposit).
OR Value to retain: if you have not entered a percentage, then enter the value to retain.
Check the information and the totals at the bottom of the screen are correct, then click OK.
Refund a deposit on a delegate booking
To refund a deposit on a delegate booking, follow the steps below:
Within Rezlynx navigate to Advanced C&B, then select Search/Create Events.
Using the Event Search Parameters find the event that needs to be edited.
Click on the Event Reference.
Select the Delegate tab.
Select the function from the drop-down menu, then locate the delegate.
Click the Deposit button on the delegate.
Within the Refund Deposit screen, complete the information as required:
Refund payment code: select the payment type from the drop-down.
Analysis code: select the analysis code from the drop-down.
Refund comment: type in the reason for refunding the deposit.
Retain comment: leave this blank as you are not seeking to retain the deposit.
Percentage to retain: enter the percentage (100% means you are refunding the full value of the deposit).
OR Value to retain: if you have not entered a percentage, then enter the value to retain.
Check the information and the totals at the bottom of the screen are correct, then click OK.