Every transaction is assigned a transaction reference number, similar to an invoice number. This number is unique to each club or association and it increments automatically starting from 1000. This number will be visible on various pages as “Ref # xxxx”.

Administrators will see a Delete transaction icon beside membership and miscellaneous transactions. (For now, event registrations and donations are handled from their respective modules.)

• Transactions that were paid through ClubExpress (credit cards and checks sent to us) can only be cancelled, not deleted. A credit will be added to the member's account.
• Transactions that were paid directly to the club (check, cash, etc.) or that were comp'ed or written off can be canceled or deleted.
• Unpaid transactions can only be deleted.

These new options are especially useful for cleaning up the transactions and payments that you did in Trial mode, to leave the transaction and payment histories as "clean" as possible. Note that deleted transactions cannot be recovered; they are gone. And cancelled transactions cannot be "un-cancelled".

When you have finished, click Return to Previous Page to return to the Member Profile menu.

Administrators have additional options on this screen. In the Payments section, click the Edit icon to modify payment details. You will see a screen similar to the following:

You cannot change the amount of the payment, since that would impact transactions marked as paid by this payment (and possibly, credits as well.) You can change the payment method if ClubExpress did not handle the funds on your behalf (credit card or check paid to and sent to ClubExpress); you can also change the date of payment and notes.

Click Save to save your changes and return to the Payment/Credit History screen, or Cancel to return without saving.

Click the Delete icon to delete the payment. Affected transactions will be marked as paid or partially paid as appropriate. This feature works whether the payment covered a single transaction or multiple transactions; and whether or not a credit was involved (the credit amount is restored to being available.)

• An event registration will no longer be considered 'Paid'
• A donation will no longer be considered 'Paid'
• New members will no longer be 'Active' – they will revert to 'Pending'
• A membership renewal will be reversed
• A miscellaneous charge will no longer be considered 'Paid'

For all but a membership renewal, click the Delete Payment button to confirm the action. For a membership renewal, you must specify the new membership type, expiration date and status (Active or Expired.)

Edit icon beside an open credit to display the following dialog:

This dialog allows you to adjust the credit in different ways, including its disposition. There are four available actions:

• Edit – change the various properties of the credit.
• Refund – mark the remaining balance of the credit as having been refunded to the member. Note that no credit is actually issued by ClubExpress; the actual refund must be handled by the club’s treasurer.
• Waive – this option marks the remaining balance of the credit as waived, which means that the member has elected not to use it.
• Cancel – if no part of the credit has been applied, this option deletes it. If the credit has been partially applied, the amount will be changed to the applied amount, canceling the remaining balance.

Click Save to save your changes and return to the Payments/Credits screen, or Cancel to return without saving.

When you have finished, click Return to Previous Page to return to the Member Profile menu.

If the event was configured to allow cancellations, and if the cancel deadline has not passed, you will see a Cancel link to the right of the attendance column. Clicking it allows you to cancel your registration for this event.

If the event was free, or if the fee had not yet been paid, clicking the Cancel option simply marks your registration as “Canceled”. If you had paid a fee to attend the event, a credit is also issued to your account for the amount paid, minus any cancellation penalty that the club or association may have imposed. This credit can be used against any future charges.

ClubExpress does not issue refunds, although your club or association may choose to convert the open credit into a refund. Contact them if this is what you want.