Must know
- Nothing changes until you click the confirmation’s action button. Cancel makes no change, and a dismissed confirmation can’t be confirmed later.
- Not every two-step confirm shows a payment warning. Creating or sending an invoice, cancelling an invoice and recording a payment show a Confirm payment action warning. Those, plus session and registration-style refunds, gift cards and recurring charges, take two steps.
- Confirm all skips second steps. It applies every waiting confirmation, including money ones left from earlier replies, without their final Yes step. Check the list first.
- A confirmation expires a short time after Hero prepares it. Other staff see your confirmed changes in the Activity log as “[your name] (via Hero)”.
Payment warnings and two-step confirms
Payment warnings. Recording a payment and creating, sending or cancelling an invoice get a red warning look and the header Confirm payment action. Recording a payment says it “does not charge a card.” Every other confirmation keeps the everyday header. Two-step confirms. A two-step confirm starts with a button such as Review & record $X or Review & cancel. Step two shows Go back and a Yes button, usually with the amount in large type:
Refunds. A session refund lists each family and shows where the money goes under Refund to (Original payment method, Recorded cash refund or Account credit). To send it somewhere else, ask Hero to prepare it again. Cancelling a session is one step (Cancel session) when nothing is owed back, or when you lack billing access (a warning says paid families won’t be refunded). Changing a registration style is one step unless families get refunds.