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Cara Livorio
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November 24, 2014 at 11:09 am
Hello, I have Event Espresso 4.
I have been looking through the topics, and I can’t find one that specifically outlines a way to handle full refunds effectively.
Right now, I am using Paypal for people to buy tickets for classes/events. I am running a few test transactions before my website is advertised, but I can’t figure out why managing refunds is so difficult. I am trying to refund a paypal account and cancel a transaction.
I notice that there is a “Refund” Button under “Registration.” I enter in the “refunded amount,” and I click “apply refund”….and it tells me that I have to “approve the payment” first. However, the transaction is already “Complete”. I don’t understand what is happening? I approve it, and then the pricing is all off. Meanwhile, there are like 5 emails being sent about the refund/approval/etc. But—nothing is actually refunded in the paypal account.
All I want is a solid system to fully refund a transaction…with one email that says–“yes, your transaction has been cancelled.” Could someone please outline how I can do this responsibly without sending wacky emails and not actually refunding the ticket?
Also, if I ever wanted to partially refund a ticket…is this possible and how?
Thank you–I hope that you can help!
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Lorenzo Orlando Caum
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November 24, 2014 at 11:40 am
Hi,
What version of Event Espresso 4 are you currently using?
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Lorenzo
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Cara Livorio
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November 24, 2014 at 12:24 pm
4.3 I believe
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Cara Livorio
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November 24, 2014 at 12:25 pm
I apologize. I looked on WordPress and it says: 4.4.5
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Cara Livorio
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November 24, 2014 at 12:36 pm
I don’t know why it shows me different things: this is the message that I have on my dashboard “plugins”:
“Event Espresso recommends PHP version 5.4.33 or greater for optimal performance. You are currently running version 5.4.16.”
but my plugin says: 4.4.5 underneath
??
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Lorenzo Orlando Caum
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November 24, 2014 at 12:42 pm
Okay, thanks for letting us know. First, lets take a look at this:
Meanwhile, there are like 5 emails being sent about the refund/approval/etc. But—nothing is actually refunded in the paypal account.
There are a variety of message type available and they handle a specific task.
If a potential registrant starts a registration, but does not complete payment, then they will receive the registration pending payment message type.
If that registrant, then goes on to complete that registration, then they will receive a payment received email and a registration approved email. We are looking into some option to combine the two emails above.
So far, that accounts for 3 emails.
Now lets say that you would like to process a refund. You would go to that transaction within your WP dashboard and go to Transactions. Then click on that transaction. In the middle-bottom area of the screen, you’ll see the Apply Refund button. You can click that and a window will appear where you can enter specific details.
Here is a quick video to show you the steps:
http://cl.ly/image/0x2B2L3M1O1T
If you select the send related messages box, then it will send a note to let them know that the registration has been cancelled. This is optional.
It will also send out the refund email. This email is required.
That accounts for 5 emails and some of those are optional and do not need to be sent out.
The last step is to login to your PayPal.com account and process the refund as making these changes in your WP dashboard will not affect your PayPal.com account.
The reason why there are a variety of message types is because the system needs to be able to handle free and paid registrations. That is, some message types are used for paid registrations, that are not used for free registrations.
Let us know if you are able to process a refund by following the steps above.
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Lorenzo
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Cara Livorio
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November 24, 2014 at 12:57 pm
OKay, Thanks Lorenzo:
Thank you for the video. When I clicked on “apply refund”–The message below threw me off:
“No payment has been applied to this transaction yet. Click apply payment…”
Now–I understand now that that message doesn’t mean that my refund wasn’t processed…and it just means that there is no payment confirmed.
When I refunded the ticket, I received two emails: 1. for cancellation and 2. Notification of refund.
Now I realize that I also have to effectuate a refund on my Paypal account. Paypal will also send an email notifying the person about the refund. This makes 3 emails.
Therefore the steps would be:
1. Refund the transaction in Event Espresso under “Registration” and “View Transaction”
2. Refund the ticket (operation) on Paypal
3. All together, there will be 3 emails sent out.
Correct? PLEASE CONFIRM
LASTLY, if I want to refund only a part of a ticket–is there a way that this can be done?
Thank you! Your help is appreciated.
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Lorenzo Orlando Caum
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November 24, 2014 at 2:30 pm
The PayPal.com email is also required as that email comes directly from PayPal and not Event Espresso.
You can refund a part of a ticket but set to registration status to approved (end of the popup screen). Its set to move it to cancelled.
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Lorenzo
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