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EE4 – CSV Export and Abandoned Transaction

Posted: March 4, 2015 at 6:11 am

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Antonio Venneri

March 4, 2015 at 6:11 am

Hi,
due to a temporary problem in my booking I have some abandoned transaction.
I confirmed (approved status) these bookings but I am not able to see them in CSV export. Is there any way to change the transaction status if is not possible to show these booking in CSV?

Many thanks


Tony

  • Support Staff

March 4, 2015 at 6:34 am

Hi Antonio,

So currently in the registration list, your registrations will looks something like this – http://take.ms/06GAQ

The status bar on the left shows the REG status (Green = Approved)

The Colour of the Reg Date and Cart Icon show the TXN Status (Yellow = Abandoned)

To fix the transaction you need to apply a payment, if you click on either of those two yellow links you will be taken to the transaction for that registration, within that page you should see a ‘Failed’ payment which will have an Orange status bar.

You can edit that payment by clicking on the pencil icon – http://take.ms/FeOSQ

You’ll then see something like this – http://take.ms/fCIhJ

Change the payment status to Accepted, you Reg status is already ‘Approved’ so set ‘Change Registration Status?’ to Leave the same and finally if you would like to send the related messages to those registrations (Reg approved messages for example) click the ‘Send related messages’ checkbox – http://take.ms/todO8

(If you want to add further details to any of those field you can do, for example if you want to include the transaction ID within the notes)

Once that is done the Transaction will update to ‘Complete’ – http://take.ms/KmvEU

And the registration will show this too – http://take.ms/Q6mba

Those registrations will then show within the CSV.


Antonio Venneri

March 4, 2015 at 10:07 am

In my particular Event the real payment will be done by cash in the same day.
My process flow is:
a. a booking arrive, the status was “Not Approved
b. I approve the registration so status go to “Approved
c. in the Approve email I send the detail for online payment if they wish

The CSV help me to understand who paid online and who still need to pay.

So I cannot apply a payment in advance to complete the transaction.

I think the error was done from the customer who didn’t click the last button “Finalize registration”.
I have very few of these and I created a particular screen text in the last registration step to indicate to click the button below.

I need to recreate the situation in which I have a registration approved or not with a “incomplete” transaction.
In these case the CSV shows the registration.

Many thanks


Tony

  • Support Staff

March 5, 2015 at 7:27 am

Ok, so I did a little investigating with this and currently the only way to change the Abandoned transaction is to apply a payment (we have a ticket to provide a button to allow the status to be changed)

So in order to fix these, you’ll need to apply a payment and then remove it

However when you apply a payment a Payment Received email will be sent to the attendee. We’ll need to disable this first.

Go to Event Espresso -> Messages -> Settings.

You’ll see something like this – http://take.ms/F5R9D

Find ‘Payment Received’ in the active messages and drag it to the inactivate box – http://take.ms/MwEsm

It should then look like this – http://take.ms/O8oRi

(Note while this is disabled non of your attendees receive that message type. As your using Pre-Approval this should not be an issue but something to be aware of)

Now find one of the registrations with the Abandoned transaction, edit it and apply a payment – http://take.ms/TcjyF

Note that if you have not yet approved the registration you may want different settings to mine, but the Payment must be accepted and does not need to be for the full amount.

You’ll end up with something like this – http://take.ms/Sqfxc

Now simply click the trash icon to that payment we just applied – http://take.ms/mGMUn

Do not send related messages and leave the reg status the same – http://take.ms/v5anS

Re-check the transaction – http://take.ms/65nkW

It should be incomplete.

Note: when finished updating these transactions be sure to re-enable the payment received message type so that it will be used in the further for online payments etc.


Antonio Venneri

March 5, 2015 at 8:26 am

Excellent guide!!

it works!


Tony

  • Support Staff

March 5, 2015 at 11:10 am

Great! 🙂

I’m glad I could help.

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