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BurntCorkMedia
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February 24, 2014 at 6:09 am
Hi Guys
Re EE4
How are we able to now manually add an attendee that will not be paying (or rather, that they have paid elswhere and I am merely adding them to the list) so that it does not appear that their payment is incomplete. We only have the ticket options to play with and obviously adding free ticket as a third option is not the solution. I go ahead to approve the transaction but it still indicates that payment is incomplete.
Thanks
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Dean
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February 24, 2014 at 6:24 am
Hi,
OK, it is not obvious, but you need to go to Events, and then hover over the event you want to add the attendee too and click Registrations.
Then at the top is an Add New Registration button.
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BurntCorkMedia
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February 24, 2014 at 7:43 am
Hi Dean
Yes, I had done all of that (I figured it was much the same as before) – it’s the bit thereafter (which is not the same as before). There is nowhere to edit that the ticket has been paid. The only option is to approve registration and it still shows as payment pending. Any thoughts?
Cheers
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Tony
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February 24, 2014 at 8:09 am
Hi,
Once you add the attendee, you’ll be shown the transaction for that attendee.
http://take.ms/Pi3l8
If you click apply payment, input the amount paid and how (Paypal, Cash, Cheque etc), Click ‘Apply Payment’
http://take.ms/p5hCR
The transaction will then be complete.
http://take.ms/wLWzE
Please note, EE4 separates ‘Registrations’ from ‘Transactions’
You can actually have an ‘Approved’ registration with and ‘Incomplete’ transaction. This allows for greater flexibility with managing the attendees for an event.
The registration will default to the ‘Default Registration Status’ set within the event.
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BurntCorkMedia
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February 24, 2014 at 8:59 am
Hey Tony, Yup, did all that previously. But ok, see what you’re saying. Cheers
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Tony
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February 24, 2014 at 9:39 am
Customer feedback is invaluable to us.
If there is something causing confusion or does not work as expected please just let us know?
If you wouldn’t mind spending a few minutes going through this I will gladly report this back so we can improve the UI.
Changing the ‘Registration’ status is done when you apply a transaction (payment/refund). For example here’s a full registration from the admin.
Starting with an event that has 4 Approved registrations already.
http://take.ms/BzObm
We add a manual registration and view the transaction. We hit apply payment. Input the payment details.
http://take.ms/Bp3qa
Notice the ‘Change Registration Status’ dropdown, when applying a payment this defaults to Approved. So once a payment is applied with that selected, the Registration status becomes Approved and applies to the event.
So then if we view the ‘Registration’ under the payment options and click the attendee name http://take.ms/sT35D
We’ll see the ‘Registration’ that our transaction is linked to is now Approved http://take.ms/7ZDHe
This registration now applies to the event list. http://take.ms/70C8g
The same also applies for refunds and deleting payments, you can specify the registration status during those actions also.
Refunding & Cancelling a transaction http://take.ms/QqWih (default)
or
Refunding and leave the Registration approved. Good will refund for example – http://take.ms/PKylt (Can use ‘Leave the same’ or specify a specific status)
The significance of separate registrations/transactions will become more & more evident as we add more features to Event Espresso 4 but if you can offer any feedback it would be greatly appreciated.
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