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Rob Betz
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August 23, 2024 at 11:33 am
Have a client who registered for event and chose manual payment; their institution prefers to pay by check but afterwards found out they can’t get a check issued in time. Is there a way to change their payment method to electronic and have them come back to the site to finish the transaction?
Or should they just re-register?
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Sam
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August 23, 2024 at 12:33 pm
Hi William,
There is a workaround for this.
First of all, you need to go to the transaction made from the backend and after editing the transaction there you can see an option to return the payment “Apply refund” https://tinyurl.com/26ug4olv
Then go to the registrations and see if the registration is canceled as you’ve refunded the payment so that you can change the status to “Pending Payment”
https://tinyurl.com/24fp2wuo
Then get back to the registration and there you can “send the payment reminder”
https://tinyurl.com/243ohjcl
Hope that helps.
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Rob Betz
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August 23, 2024 at 12:37 pm
I’m not sure I understand; will this change the payment method? There’s no refund to issue so won’t that show a negative balance?
But if I understand will then changing the status to payment pending allow them to come back and pay via credit card?
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Tony
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August 23, 2024 at 5:59 pm
Hi there,
When a user ‘selects’ a payment method in EE, they are just selecting the payment method they are using at that time. Selecting a payment method like check doesn’t prevent the user from returning and selecting another such as an online PM like Stripe and completing the payment.
Have you sent them a payment reminder so they have the payment_url? If so they can just click that link, select the payment method they now way to use and pay.
Or do you see something else when trying this?
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Rob Betz
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August 23, 2024 at 6:26 pm
I’ll send them a payment reminder. We’ve never run into this before so I had no idea sending them a payment reminder would allow them to complete it using a credit card.
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Rio
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August 23, 2024 at 7:15 pm
by Default, Payment Reminder will have them the option to do that. You can review it on your EE dashboard -> Messages
https://monosnap.com/file/TrC3L1wExp0aSeQc8TNwRAs8OLlyNb
thanks
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