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I've recently had to deal with cancelled event and refunds. At the moment my workflow is to:

  1. Issue a refund via the payment process (PayPal)
  2. PayPal updates contribution with refund transaction.
  3. I then 'Cancel' the event registration for the contact.

I suspect it's not the case, but I'm seeking clarification on this following:

If I do it in reverse and first 'Cancel' a contact from an Event, does it automatically issue a refund with the payment processor?

If not, does that leave a Balance associated with that contact/contribution? Can I apply (how do I apply) that balance to future events?

Any insight appreciated.

Much thanks :)

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AFAIK Civi won't cancel/refund the payment automatically at Paypal when a payment is cancelled in Civi. It's the other way around when a payment is cancelled at Paypal it sends a notification to Civi about the payment. Civi based on the notification updates/cancels the payment in Civi.

So you should be doing

  1. Issue a refund via the payment process (PayPal)

  2. PayPal updates contribution with refund transaction.

  3. I then 'Cancel' the event registration for the contact.

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  • Thank you very much for that. It's as I suspected, but wanted to confirm before I started smashing buttons :) Much appreciated.
    – shibetpc
    Feb 1, 2023 at 16:01

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