NOTES:
A max of 20 registrations can be removed at once.
Only Root Admins or Financial Analysts can remove registrations for program's that ended more than 15 days ago.
General Overview on Removing a Registration
Sign in to a PlayerFirst website.
On the left navigation, click Program > Registration Details.
Click your desired Program.
Click on the Divisions tab in the sub navigation.
Select the desired division(s).
To view the registration information for multiple divisions, click the checkbox next to the name of each division you’d like to view.
Click the More Options button > Show Selected Divisions OR Show All Divisions.
On the Details tab, use the checkbox column on the left to select multiple registrations at once.
Once the registrations are selected, click the Trash Can button at the top of the table.
On the Remove Registrations table, fill out the fields accordingly for each registration that is being removed.
Click Continue.
Look through the removals on the Confirm Removals page. Once everything looks correct, click Confirm.
On the Results table, click on the invoice numbers to open the updated invoices. Issue the credit/refund and apply the prorate to finish the invoice as necessary.
Column Name | Description |
Invoice | Will display the invoice number that is being modified. Click on the number to pull up the invoice. |
Division | The Division the athlete/team is registered into. |
Team | The Team Name of the team registered or the Team Name the athlete is on. |
Registered as Team | The column will provide an indicator if the registration is for a team. |
Inter-Brand | The column will provide an indicator if the registration is inter-brand. |
First Name | Athlete First Name |
Last Name | Athlete Last Name |
Invoiced | The line item total invoiced for this registration. |
Revenue | Cash or credit received for this registration. |
Due | The remaining balance on the line item after all payments and concessions. |
Removal Conditions | How the removal should be handled financially, filtered by the state of the invoice. |
Removal Type | Delete fully removes the line item from the invoice. Removed keeps the line item with the registration marked removed. |
Discounts Allocated | How much of a discount (in $) is allocated currently on the invoice. |
Discount Reversed | Reverse the discount allocated to this registration, up to the allocated amount. |
Scholarship Allocated | How much of a scholarship (in $) is allocated currently on the invoice. |
Scholarship Reversed | Reverse the scholarship allocated to this registration, up to the allocated amount. |
Prorate Allocated | Prorates already allocated to this registration, excluding prorates from prior removals. |
Prorate Reversed | Reverse the prorates allocated to this registration, up to the allocated amount. |
Prorate Needed | The prorate that will be written to zero out the balance remaining after the chosen reversals. |
How to Remove an Interbrand Registration and Adjust the Invoice
Sign in to a PlayerFirst website.
On the left navigation, click Program > Registration Details.
Click your desired Program.
Click on the Divisions tab in the sub navigation.
Select the desired division(s).
To view the registration information for multiple divisions, click the checkbox next to the name of each division you’d like to view.
Click the More Options button > Show Selected Divisions OR Show All Divisions.
On the Details tab, use the checkbox column on the left to select multiple registrations at once.
Once the registrations are selected, click the Trash Can button at the top of the table.
On the Remove Registrations table...
For the Removal Condition column, select Interbrand Registration, no need to prorate.
For the Removal Type column, Delete will be automatically selected.
Manage the Discount Reversed, Scholarship Reversed, and Prorate Reversed columns accordingly.
Click Continue.
Look through the removals on the Confirm Removals page. Once everything looks correct, click Confirm.
How to Remove a Registration and Adjust the Invoice in which the Client Paid in Full
Sign in to a PlayerFirst website.
On the left navigation, click Program > Registration Details.
Click your desired Program.
Click on the Divisions tab in the sub navigation.
Select the desired division(s).
To view the registration information for multiple divisions, click the checkbox next to the name of each division you’d like to view.
Click the More Options button > Show Selected Divisions OR Show All Divisions.
On the Details tab, use the checkbox column on the left to select multiple registrations at once.
Once the registrations are selected, click the Trash Can button at the top of the table.
On the Remove Registrations table...
For the Removal Condition column, select either...
Client paid in full, no credit/refund and no prorate
If selected, the invoice balance will be prorated, and no further action will be needed on the invoice.
Client paid in full, need credit/refund and prorate
If selected, the invoice balance will be prorated, and the admin will need to issue refund the refund on the invoice.
Manage the Discount Reversed, Scholarship Reversed, and Prorate Reversed columns accordingly.
Click Continue.
Look through the removals on the Confirm Removals page. Once everything looks correct, click Confirm.
On the Results table, click on the invoice numbers to open the updated invoices. Issue the credit/refund and apply the prorate to finish the invoice.
How to Remove a Registration and Adjust the Invoice in which the Client Partially Paid
Sign in to a PlayerFirst website.
On the left navigation, click Program > Registration Details.
Click your desired Program.
Click on the Divisions tab in the sub navigation.
Select the desired division(s).
To view the registration information for multiple divisions, click the checkbox next to the name of each division you’d like to view.
Click the More Options button > Show Selected Divisions OR Show All Divisions.
On the Details tab, use the checkbox column on the left to select multiple registrations at once.
Once the registrations are selected, click the Trash Can button at the top of the table.
On the Remove Registrations table...
For the Removal Condition column, select either...
Client partially paid, no credit/refund but need prorate
If selected, the invoice balance will be prorated, and no further action will be needed on the invoice.
Client partially paid, need credit/refund and prorate
If selected, the invoice balance will be prorated, and the admin will need to issue refund the refund on the invoice.
Manage the Discount Reversed, Scholarship Reversed, and Prorate Reversed columns accordingly.
Click Continue.
Look through the removals on the Confirm Removals page. Once everything looks correct, click Confirm.
On the Results table, click on the invoice numbers to open the updated invoices. Issue the credit/refund and apply the prorate to finish the invoice.
How to Remove a Registration and Adjust the Invoice with No Payment
Sign in to a PlayerFirst website.
On the left navigation, click Program > Registration Details.
Click your desired Program.
Click on the Divisions tab in the sub navigation.
Select the desired division(s).
To view the registration information for multiple divisions, click the checkbox next to the name of each division you’d like to view.
Click the More Options button > Show Selected Divisions OR Show All Divisions.
On the Details tab, use the checkbox column on the left to select multiple registrations at once.
Once the registrations are selected, click the Trash Can button at the top of the table.
On the Remove Registrations table select Client unpaid, need prorate.
For the Removal Type, select either...
Removed- Prorate Balance
Select if the registration can be removed and the customer does not have to pay the balance.
Removed - Keep Balance Open
Select if the registration can be removed and the customer should have to pay the balance.
Delete
Select if the registration can be deleted.
Manage the Discount Reversed, Scholarship Reversed, and Prorate Reversed columns accordingly.
Click Continue.
Look through the removals on the Confirm Removals page. Once everything looks correct, click Confirm.