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Invoice after Eventstart

Posted: April 4, 2018 at 9:36 am

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motio

April 4, 2018 at 9:36 am

Is it possible that registrants with the status “not approved” and “pending payment” would be counted to the maximum ticket/datetime attendee count?

The reason for that is that events can only start at a specific count of attendees and the current procedure is, that we send out the invoices after the start.

Current procedure:
People are registered as approved. After it is clear that the event can start we send out a notification and the invoice.

Desired procedure:
People are registered as not approved. After it is clear that the event can start, we would change the registrants status “pending payment”, so that the registrant can pay after the first datetime.


Tony

  • Support Staff

April 4, 2018 at 10:21 am

Hi there,

Is it possible that registrants with the status “not approved” and “pending payment” would be counted to the maximum ticket/datetime attendee count?

No, only Approved registrations count towards the sold values of an event.

Desired procedure:
People are registered as not approved. After it is clear that the event can start, we would change the registrants status “pending payment”, so that the registrant can pay after the first datetime.

If you have a set number of registrations on the event then you need to set the default registration to ‘Approved’, as you are now, or use ‘Not Approved’ and the admin would need to monitor the registrations themselves.

Current procedure:
People are registered as approved. After it is clear that the event can start we send out a notification and the invoice.

What problem do you have with this method?


motio

April 5, 2018 at 2:43 am

If only approved registration count towards the sold values of an event, than we can’t use the registration and let the people pay at the same time.

The Problem is, that if we have 15 spot available and we have e.g. 13 approved on that list. It is clear that the event can start and I set them to “pending payment” so that they can pay for the event, the result is that all 15 spot are available again and the event could easily be overbooked.
So I have to close registration but there are 2 free spots that should also be filled.

Thats why I was wondering if the registrants with the status “not approved” and “pending payment” could reserve a spot in the event.


Tony

  • Support Staff

April 5, 2018 at 2:56 am

Ok, but why are you changing the users from Approved to Pending Payment?

The users can still pay for their registration whilst the registration status is Approved.


motio

April 5, 2018 at 8:48 am

Okay, still figuring out the system, thank you for the clarification.

I would like to prevent the attendee to pay for the event before we confirm the start. I know I could manually check/uncheck the pay-method the attendee can see at the registration (Add-on pay method pro), but I would need to do that for every event (hide before and check after the confirmation). It would be much easier if the registrant with the “not approved” status would reserve a spot.
Is this correct or did I miss something?


Tony

  • Support Staff

April 6, 2018 at 4:27 am

I would like to prevent the attendee to pay for the event before we confirm the start. I know I could manually check/uncheck the pay-method the attendee can see at the registration (Add-on pay method pro), but I would need to do that for every event (hide before and check after the confirmation).

That’s the only way I can think of doing what you are trying to do.

Or use the DRS of ‘Not Approved’ and then manually monitor the registrations, if you need X amount of registrations before an event can take place then you set them to Not Approved, and then when you have X amount of registrations, set them to Approved manually and trigger the emails to request payment.

It would be much easier if the registrant with the “not approved” status would reserve a spot.

Whilst it may sound easier, that a whole lot of logic that needs to be added to monitor the not approved status to increment/decrement the sold values when a registration is set to/away from that status.

It’s really not as simple as it sounds.


motio

April 20, 2018 at 3:01 am

I understand that the logic behind that is complex. Because you have a much deeper understanding of the system, I wanted to ask and geht all important information. Thank you for the clarification. I’ve tested the system and the workflow for that and we can make that work that way.

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