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Freddys
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February 8, 2016 at 10:42 am
Hello,
When a customer abandons their registration before paying, their Infusionsoft account shows that they have an invoice with a balance.
Our official registration list is obviously going to be only “approved” registrations.. but I am worried about our accounting in Infusionsoft if we show unpaid invoices in Infusionsoft for people that have no intention of registering.
How can I address this? If I delete their abandoned registration will it delete their unpaid invoice?
– Freddys
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Josh
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February 9, 2016 at 9:31 am
No you’ll have to delete the unpaid invoice.
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Freddys
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February 10, 2016 at 9:11 am
Will this ever be addressed in the Event Espresso software?
Seems a little odd that my staff have to check unpaid registrations and delete them. Ideally, the invoice would not be produced in Infusionsoft until there is a successful payment.
– Freddys
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Josh
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February 10, 2016 at 10:39 am
Unpaid registrations aren’t necessary for deleting, some people actually use the invoices to follow up and get paid.
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Freddys
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February 19, 2016 at 11:59 am
What do you recommend for integrating into Infusionsoft campaigns the successful and paid for registrations?
It seems like using the EE Infusionsoft tagging capability will not work because people who started the registration (and received the tags from EE) but didn’t complete payment will be in the campaigns and receive email and more from the campaigns that they should not be in, until they complete payment of course.
How do the rest of you tackle this issue?
Thanks everybody!
– Freddys
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Josh
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February 22, 2016 at 8:31 am
They use a solution like this one:
https://github.com/eventespresso/ee-code-snippet-library/blob/master/addons/eea-infusionsoft/mn_only_tag_approved_registrations.php
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Freddys
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February 22, 2016 at 8:58 am
Perfecto. I will implement and check it out. Thank you thank you!
FXG
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Josh
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February 22, 2016 at 9:39 am
You’re welcome.
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