Archiving an applicant’s cart will move all of their paid for products into the applicant’s previous orders, cancelling out their active balance for those products. Note that only paid for products can be archived - products which have not been paid for can either be deleted or left in the cart (depending on whether or not you expect the applicant to complete their payment).
To begin, make sure you are in User Management by selecting the “Users” tab located to the right of the Regpack logo:
Find your applicant and click on their cart.
Click “archive cart”
You’ll have to make two choices here. Read the description below, and make the appropriate choice
“What date do you want the order to be set for?”- this will let you control how the “paid for” dates display on reports
“Please select what you would like the system to do with unpaid items:” - if you expect the applicant to complete a payment for un-paid products, then you’ll want to keep them in the cart. If you do not expect the applicant to complete a payment (such as an applicant who abandons registration, or once it is too late to make a payment), then you can delete the unpaid products from their cart
Click “archive” when you’re done!