Plans change: someone can’t make the conference, a family adds a child to the holiday club booking, a donor needs to stop their monthly gift. Payment groups handle all of it, and much of it people can do for themselves.
Cancelling stops real payments
Cancelling a donation or registration stops future payments being taken, and that’s usually exactly what’s wanted, but check you have the right person and the right registration before confirming, and see the refunds guide if money already taken needs returning.
Letting people change their own
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Whether people can amend a completed registration is a per-group setting: in the group’s settings, under the advanced registration settings, enable ‘Allow changes to registrations after completion’.
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With that on, people manage it themselves: on the app it’s under Me > My Account > Finance, where tapping the fund or event name shows the details and an ‘Edit Registration’ link.
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Even without editing enabled, people always have a ‘Cancel Registration’ link, so they can cancel and rebook if their plans change completely.
Changing or cancelling as an admin
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To change a booking or donation, open the registration in the web office and choose Tasks > ‘Edit this donation/registration’. Admins get extra powers here: overriding fixed amounts, switching a payment to offline, and suppressing the emails a change would normally send.
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To cancel, open the person’s registration from the group’s donations or registrations tab and choose Tasks > ‘Cancel this donation’. On the next screen, click to override the default settings and set the first dropdown to ‘Delete’, which removes the future scheduled payments so nothing further is attempted.
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If future pledges weren’t deleted at cancellation, no money will be taken, but they’ll linger showing as ‘due’. To tidy them, open the pledges screen on the person’s record, click the edit button next to each ‘Not due yet’ entry, and choose Tasks > Change Pledge > ‘Void this Pledge’.
Good to know
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Editing a registration actually creates a new one that keeps the original registration’s ID, so the full history of changes stays traceable in your financial reports; nothing is overwritten.
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If your group requires approval after changes, set up a notification in the group’s Jobs section so an admin hears about edits promptly.
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If money already taken needs to go back, that’s a separate step: see how to handle refunds, write-offs and chargebacks.
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