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Kelly Cobean
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October 1, 2013 at 7:33 pm
Why can’t I set my default payment status to “completed”? I used to be able to do this, but now the only options are “No Change”, “Incomplete”, and “Pending”.
Why is this?
I do “pay onsite” events that fill up in 10 minutes or less. I need registrations to count against the attendee limit immediately upon submission
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This topic was modified 11 years, 1 month ago by
 Kelly Cobean.
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lhammond
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October 1, 2013 at 7:43 pm
In the changelog for the 3.1.35 release, I see this as an update:
Removed the “Completed” default payment status
See https://eventespresso.com/wiki/change-log/
I’m not sure if that means that Completed is no longer a valid status, or that it’s not the default status upon submitting a registration. I’m getting ready to install the latest version, so I hope this isn’t a new problem!
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Kelly Cobean
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October 1, 2013 at 8:53 pm
Yeah, that’s really, really bad for me. I don’t take payments online, so how am I supposed to indicate that a registrant is fully registered and that spot taken? “Completed” was the best way to do this, I sincerely hope I don’t have to jump through some code hack to get this done now.
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Kelly Cobean
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October 1, 2013 at 8:54 pm
Oh, and to answer your question, Completed is no longer a valid status under the “default payment status” option when creating an event.
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Dean
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October 1, 2013 at 11:51 pm
Hello Kelly,
Yes the Complete status has been removed. Please use Pending instead. It provides a more accurate status as then only free or paid users will be marked as complete.
Pending status does count against attendee limits.
Attendees can still be marked as complete manually from the Edit Attendee Payment Record page.
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Kelly Cobean
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October 2, 2013 at 8:48 am
Hi Dean,
For all practical purposes, when a registrant submits their registration for one of my events, they are “completed”, not pending, and here’s why:
Once registration closes, I export the attendee list and import it into a different tool at which point I’m done with EE for that event. I don’t update a registrant’s status in EE once they pay on site. I’m only using EE to take registrations for a certain number of slots and provided me with a list of attendees and their info. So from an EE standpoint, registered = complete.
So given this, can you tell me what the difference is between a “Pending” and “Completed” registration is? If pending registrations count against the total slots, and the export looks the same, I suppose it will work, but this change raised hell with my registration last night because I had it set to “No Change”, so the registrations weren’t counting against the total, emails weren’t being sent, etc. That was very problematic.
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Kelly Cobean
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October 2, 2013 at 9:06 am
And just another thought, it would be nice if there were a way to bulk edit registrant info (i.e. set payment from pending to completed for selected or all attendees.) Having to go into 100 attendee records one by one and manually set payment status to completed is very time consuming.
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Josh
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October 2, 2013 at 10:53 am
Hi there,
The Completed status in Event Espresso also reflects that the payment is complete. In most use cases the status gets switched from “incomplete” to “complete” automatically when it’s either a) a free event or b) a payment response gets received from the payment gateway.
It was decided to remove the option to set “Completed” as a default status because many folks were setting it this way while trying to use a payment gateway to collect payments. Since the default payment status had been set to “Complete”, no payments were collected.
A default “Pending” status will work for your use case the same way it did when it was set to “Complete”. One other thing you may need to change is the email setting where it asks whether or not to send registration confirmation emails before payment. In this case you would want to this to Yes since payments will not be automatically updated by a gateway response.
And just another thought, it would be nice if there were a way to bulk edit registrant info (i.e. set payment from pending to completed for selected or all attendees.) Having to go into 100 attendee records one by one and manually set payment status to completed is very time consuming.
I agree and can register this as a new feature request. Thank you for the feedback and I’m sorry for the trouble.
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Kelly Cobean
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October 5, 2013 at 6:54 pm
Josh,
I’m looking for the setting you mention for “send registration confirmation emails before payment”, and I can’t find it. Where is this setting?
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Tony
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October 7, 2013 at 1:13 am
Hi Kelly,
It’s under Event Espresso->General Settings->Email Settings.
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Kelly Cobean
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October 7, 2013 at 2:01 pm
Josh/Tony,
So I have to use “Pending” as a payment status. I get that. And I have to set “Send registration confirmation emails before payment is received?” to “yes”. I get that. Is the email that gets sent the one I specify for “Custom confirmation email” within the event settings, or the one from the General settings? If the latter is the case, are my pre-configured emails that I send for various events now useless if the only one I can send is the default registration email specified in the General settings section?
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Josh
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October 7, 2013 at 4:10 pm
The email that gets sent is the one you specify for “Custom confirmation email” in within the event settings. If no email is specified it will fall back to the default email set in the General Settings.
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Kelly Cobean
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October 7, 2013 at 4:13 pm
Excellent. Thanks Josh.
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Josh
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October 8, 2013 at 10:24 am
You’re welcome.
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