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Category: Refunds & transfers

  • Transferring a participant to another program

    Overview  Once you have taken online registrations you might need to transfer participants from one class/camp to another. You will be able to do this from your admin dashboard with a few steps. See below to learn more. There are two ways that you can access the transfer option: 1- Go to Jumbula Dashboard > […]

  • Take-a-payment overview

    Overview Once you have taken online registrations where you did not take a payment in full you will need to update your orders as you collect payments. This can be the case when you use the “cash/check” checkout option or when you offer a payment plan. You will be able to do this from your […]

  • How can I disable the payment confirmation email for “Take a payment” functionality?

    When an admin uses the “Take a payment” tool within the admin dashboard or the user makes payment within the family dashboard, the admin will receive the payment confirmation email by default, however, this option can be disabled. Follow the instructions below Go to Jumbula Dashboard > Settings > Policies > Email to admin Scroll down to […]

  • How can I grant Jumbula access to my PayPal account for refunding purposes?

    For PayPal refunds, you would need to access your PayPal dashboard, go to Account Settings and then API access. Then click on update and choose the first option (grant API access). In the lookup box, type jalal_api1.jumbula.com. You see that PayPal allows you to grant permissions, see screen-shot sample below. Click on the refund option,  If you have two boxes that have to do w/ refund, check them both. Some dashboards vary based on the account.   […]

  • Refunds overview

    Overview You will have the function to apply a refund directly from your admin dashboard. You will have an option to apply a refund automatically (funds are returned directly to the payers’ credit card), manually (this is when you issue a direct refund and just need to update your order), or family credit (funds are […]

  • How can I issue a refund for a paid installment?

    Overview When you cancel an order that has payments taken by installments you then have the option to refund all or individual installments. Instructions Once the order is canceled you can now go back to that order and will find the Refund option either in the Actions menu or on the top icons as shown […]