Drop Pending Payment Customers (and Undrop)

Updated 4/1/2024

All registrants will automatically roster, with their payment status attached. This upgrade is due to the large number of Cogran clients requesting that payment-pending registrations appear on rosters.

However, this is not always the requirement. If spaces should be left for new registrants, Cogran makes it possible to temporarily drop these customers.

How to Identify These Customers:

• Back Office
• Visit Finance>Finance ReportsPayment Transaction Detail: Search under the Transaction Type DUE
• View the list that appears
• These are the due customers

How to Temporarily Drop Customers with Pending Due Status:

• Household Search (In the right menu, click search under the header Manage a Household)
• Then, search on last name: Sadler
• The full family will appear
• Click on the go-to menu (three dots) next to a kid’s name
• Go to registrations 
• You will see a list of all three registrations: 
• Click on the pencil, a modal opens
• Click on tab 2: Cancel
• To cancel, fill in today’s date and write check pending for cancel reason (or whatever you want to write) 

To undrop, delete the date and reason. The participant will appear on the roster again.