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Creating manual registrations without associating them with a payment

Posted: June 24, 2014 at 12:54 pm


David

June 24, 2014 at 12:54 pm

We sell training classes. We need to be able to enter free registrations and enter registrations that are associated with purchase orders that are paid offline.


Josh

  • Support Staff

June 24, 2014 at 1:16 pm

Hi Pam,

Are you planning on entering these registrations through the front-end of the site, through the admin, or both?


David

June 24, 2014 at 1:29 pm

Hi Josh,

Emily, our training manager, will be back in about an hour. I didn’t realize she had stepped out for lunch. We’ll respond as soon as she’s back.

Thanks!


David

June 24, 2014 at 2:46 pm

It doesn’t matter, as long as we can still track the available tickets for each class.


Josh

  • Support Staff

June 24, 2014 at 3:13 pm

Hi Pam and Emily,

I’d recommend using the Invoice payment method in this case. This way if the registrations are done on the front end, they can download the invoice and pay later.

Also, you can add a PO number field to the registration form. This field can optionally be displayed for the admin only. If you need help setting up the registration form for your events, please let me know and I can log in and add that field.


David

June 24, 2014 at 3:52 pm

Hi Josh,

That would be great – We need that set up for every event, and the ability to also add it to events that haven’t been created yet.

Thank you!


Josh

  • Support Staff

June 24, 2014 at 4:49 pm

Hi Pam,

I added a Purchase Order Number field to the main registration form question group. It will automatically appear for all the registrations that get handled by Event Espresso 4. Please let me know if there’s anything else that you need to be done with this field.


David

June 25, 2014 at 2:55 pm

Hi Josh,

I tried a test registration using the purchase order field, but it still asks for credit card payment. Is there a way to get around this?

Thank you,
Emily


Lorenzo Orlando Caum

  • Support Staff

June 25, 2014 at 3:31 pm

Hi Emily,

I may be overlooking this but have you tried creating the manual registrations through the WordPress admin?

Wp-admin –> Events. Hover over event name and click on Registrations. Then click on Add New Registrations in the top of the screen.

There is an option to not send the email notifications to the recipients:

http://cl.ly/image/08401R0N2F0W

Then you can enter any payment information on the next page by clicking on the button: http://cl.ly/image/2z193r0r0X13

This step won’t be necessary for free registrations.


Lorenzo


Josh

  • Support Staff

June 26, 2014 at 9:55 am

Hi Pam,

You can also activate the Invoice Payment method in Event Espresso > Payment Methods so that they’ll have the option to pay offline and be able to download an invoice. The invoice will include their PO number.


David

June 26, 2014 at 12:37 pm

Is there a way to do this so that it’s only visible on the backend? I selected “No” on the dropdown for display on the payment page, but it’s still showing up.

Thanks!
Emily


Josh

  • Support Staff

June 26, 2014 at 12:53 pm

Hi Emily,

You deactivate the Invoice Payment method if you do not want the invoice option to appear on the front-end. Then when you add the registration via the WordPress admin (or as they say, the backend), it will not ask you to enter credit card information.


David

June 26, 2014 at 3:24 pm

I think I might be missing something. Here’s my situation (and it’s a common occurrence): I have someone who needs to sign up for a class and has earned a free seat. I have them registered in the back end, but the system is still showing that she owes the registration fee. I could show that she already paid, but then our record of revenue will be inaccurate. I need a way to show that she is purchasing a free seat, without the free ticket option being visible to anyone on the front end.

Does that make sense?


Lorenzo Orlando Caum

  • Support Staff

June 26, 2014 at 3:46 pm

Hi Pam,

We can do that.

What is the link to the event?


Lorenzo


David

June 26, 2014 at 3:50 pm

Thanks, Lorenzo — we need to be able to do this for all of our events. We also need to be able to offer discounted pricing to specific individuals without the pricing being available to the public. Is this possible?


Lorenzo Orlando Caum

  • Support Staff

June 26, 2014 at 4:19 pm

Hi,

That is also possible. We can target certain tickets using CSS.

For this to work easily across all events, the ticket structure would need to be similar.

Ticket A
Ticket B
Ticket C
Ticket D

We would then go after one of the tickets above using CSS, ideally Ticket D.

If the events have different structures, then you can still accomplish this goal but it will take more work as extra CSS will be needed for each event.

What is the link to the event that you want to get started with?


Lorenzo


David

June 27, 2014 at 10:46 am

Great! Let’s start with this one: http://www.solutionsiq.com/events/certified-scrummaster-csm-training-salt-lake-city-ut-2/


Lorenzo Orlando Caum

  • Support Staff

June 27, 2014 at 12:49 pm

Alright, add the following to your child theme’s stylesheet or a plugin like My Custom CSS:

#tkt-slctr-tbl-1190 .tckt-slctr-tbl-tr:nth-of-type(2) {
display:none;
}

Then create an extra ticket and let me know what happens on the event page that you shared.


Lorenzo


David

June 27, 2014 at 2:14 pm

It looks exactly the same, but with a free ticket.


David

June 27, 2014 at 2:41 pm

The most urgent need right now is that we have a group of people who will be signing up for a class (http://www.solutionsiq.com/events/certified-scrummaster-csm-training-dallas-tx/) at a discounted price ($922.50 per person). I need to be able to send a link so that they can complete their registration at this price, without this price being visible to the public. Can this happen today?


David

June 27, 2014 at 3:43 pm

I found something that would be an excellent solution, but I can’t locate the promotional code manager. https://eventespresso.com/wiki/promotional-codes/


Lorenzo Orlando Caum

  • Support Staff

June 27, 2014 at 4:43 pm

Hi,

The CSS is looking for the second ticket that has been created. If you created some tickets and then removed them, then the CSS will need to be adjusted.

Promotional codes are available for Event Espresso3.

You can create the ticket, then hide it using CSS, and manually enter the registrations through the WordPress admin.

Move this CSS into place:

#tkt-slctr-tbl-1190 .tckt-slctr-tbl-tr:nth-of-type(2), 
#tkt-slctr-tbl-1190 .tckt-slctr-tbl-tr:nth-of-type(3),
#tkt-slctr-tbl-1190 .tckt-slctr-tbl-tr:nth-of-type(4),
#tkt-slctr-tbl-1190 .tckt-slctr-tbl-tr:nth-of-type(5),
#tkt-slctr-tbl-1190 .tckt-slctr-tbl-tr:nth-of-type(6) {
display:none;
}

Then create that extra ticket and save changes and refresh that event.


Lorenzo


Lorenzo Orlando Caum

  • Support Staff

April 25, 2015 at 1:42 pm

Hi, I wanted to share an update for members that may see this support post. This feedback applies specifically to Event Espresso 4.

Here is a tutorial for creating admin-only tickets and it is much simpler than the approach shared prior:

https://gist.github.com/lorenzocaum/7115b1fe6c66418b83fc

These tickets will be hidden on the front-end and will appear in the WP dashboard for manual registrations.


Lorenzo

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