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Manual Payment and Registrations

Posted: January 26, 2016 at 12:03 pm

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Freddys

January 26, 2016 at 12:03 pm

So our Event Espresso driven site finally went live.. CarrickInstitute.com
We are very excited. Thank you for your help during this process.

We have people that have been registered in our old system that we want to add to the database in Event Espresso.

When I go to add a registration, it wants to take payment, but these people have already payed elsewhere.

How do I add manual registrations to Event Espresso events? I read the documentation, but some things are left unclear, such as how do I modify the ticket price in a manual registration? Additionally, sometimes attendees are Professional Courtesy (free), and I need to add those as well, but don’t want a public FREE ticket associated with the even publicly. Lastly, I sometimes need to take payments manually as well. Is there a way to do that, or do I have to process it outside of Event Espresso (Infusionsoft for example) and then apply the payment in EE?

Thanks again for your help. Support has been wonderful for this platform.


Lorenzo Orlando Caum

  • Support Staff

January 26, 2016 at 12:53 pm

Hi Freddys, you could go to the transaction screen for the specific transaction and then add a payment.

Applying a manual payment
Here is a video with a sample event and I’m applying a payment that I accepted via my Stripe merchant account:

http://cl.ly/3v3Y1X213L0H/Screen%20Recording%202016-01-26%20at%2002.45%20PM.mov

Inserting a new admin-only payment option
There is a filter available that will let you insert a new option here:

http://cl.ly/27071W0v0h0D

You could use that to enter an option called “Comped by Event Organizer.”

Then when you have tickets that you want to make free, you could manually register those registrants/attendees and then add a payment and select that option and add a note here: http://cl.ly/210d293f3t16

Here is the code snippet that can be added to your site specific plugin or your child theme’s functions.php file:

https://github.com/eventespresso/ee-code-snippet-library/blob/master/checkout/mn_add_admin_only_payment_method.php

Change Manual Labour and Manual Labor Hours to the messaging that you would like to use.

Then you’ll need to deactivate and reactivate Event Espresso 4. Afterwards, it will be added and the sample code snippet can be removed from your site.

Processing admin payments

Payments cannot be processed via the WordPress dashboard. You would need to process payments through your merchant account and then add a note to the transaction within Event Espresso.


Lorenzo


Freddys

January 26, 2016 at 2:24 pm

So if I want to create “Comped by Event Organizer”, what do I change Manual Labour and Manual Labor Hours to? I just thrown off because there are 2 changes to make when I only need one option added to the list.

If I wanted to add a few options to that list, how would I do that?


Lorenzo Orlando Caum

  • Support Staff

January 27, 2016 at 11:31 am

Here are the changes with some sample messaging. Feel free to adapt as needed:

Manual Labour –> Comped by Event Organizer
Manual Labor Hours –> Complimentary ticket being provided

Then activate and deactivate Event Espresso 4 so the changes are registered.

Then change the site specific plugin to have new information for the additional options and save again.

Then activate and deactivate Event Espresso 4 once more.

Once you are finished, then remove the sample function as it won’t be needed anymore.


Lorenzo


Freddys

January 28, 2016 at 11:21 am

So I did that, and it did allow a new drop down option. Issue is that it will still not allow me to modify the price of a ticket.

For example, let’s say we want to give somebody a discount that is not an official ticket that is on the public web site. I need to have a way for my staff to register somebody for an event, but be able to modify the price of the ticket. Is there a way to have a ticket they can “sell” that let’s them modify the price as they need? We need this because people get added to events from pre-pays of tickets that they bought from before, and now that we are using Event Espresso, we have no way of adding them in currently. We don’t want to throw off the accounting too much by making it look like they paid full price for a ticket when that is not the case.

Can this be done?


Lorenzo Orlando Caum

  • Support Staff

January 28, 2016 at 11:30 am

Hi, you won’t be able to change the price of an existing registration. You would need to cancel the existing registration and create a new one:

https://eventespresso.com/wiki/manually-add-registrant-wordpress-dashboard/


Lorenzo


Freddys

January 28, 2016 at 11:44 am

Thanks for the video, but what shall I have them do as they add a new registration manually, but need to edit the price of the ticket? Is the link you sent, it does not explain that aspect.

The price they would put in is for administrative purposes. Not for public consumption.


Lorenzo Orlando Caum

  • Support Staff

January 28, 2016 at 12:05 pm

Hi, you can’t edit the price of a ticket on a registration. If you need to do that, then you would need to create a discount code for that amount and then register through the front-end so you can apply that discount code.


Lorenzo


Freddys

January 28, 2016 at 12:44 pm

Will the coupon code be present on the ticket or known publicly if we use coupon codes for this aspect?
FXG


Freddys

January 28, 2016 at 1:54 pm

I tested it and the code was seen on the ticket, which would be a big no no for code that takes off 100% of the price.

I really need a way to make price adjustement on tickets, and the hard prices on tickets is making this difficult! We have ticket prices for people buying, but we also have people that have bought 20 of our classes at a discount, and they send us an email or call us and have us add them to the attendee list. Since they pre-bought tickets to the class, they are getting a $400 ticket for $250 for example. I could use a coupon code to get the price to be appropriate, but having the code be on the ticket made it so anybody could use that code and get discounts. I could try limiting the coupon codes, but then my staff would be creating codes all the time, and we do manual registrations just as much as we do online sales of tickets.

Something to consider for future versions of EE would be to improve manual registrations of tickets which allow changing tickets prices. I would imagine there are other who need similar functionality.

FXG


Freddys

January 28, 2016 at 2:58 pm

So what we did to try to make this work was took the credit from Infusionsoft, registered them in Event Espresso, used the new dropdown field you told us how to put in there, and then approved the registration. So the correct accounting was still in Infusionsoft, even though the ticket price they paid looks incorrect in EE.

I hope this was an okay way of doing things for now. What do you think?
FXG


Josh

  • Support Staff

February 3, 2016 at 3:53 pm

It sounds kind of confusing if you ask me.


Freddys

February 3, 2016 at 4:07 pm

Is there a better way to be processing this then? I agree that it is a bit confusing, but right now that is the only way I have to sell a ticket at different price from the public tickets.

I understand that was have those dropdown choices in the “apply payment” section, but it does not allow me to charge for the ticket there or change the price as I would have really hoped.

FXG


Josh

  • Support Staff

February 3, 2016 at 4:15 pm

I don’t know about better, but you can set up non-public tickets and use those for selling tickets at different price points.


Freddys

February 3, 2016 at 4:20 pm

How does one do non-public tickets for events. That would be a better solution!


Josh

  • Support Staff

February 3, 2016 at 4:28 pm

This involves some custom coding, but there’s a readymade example in our sample code library:

https://github.com/eventespresso/ee-code-snippet-library/blob/master/templates/jf_ee_password_protect_ticket.php


Freddys

February 8, 2016 at 9:48 am

I am a bit hesitant to use custom code that isn’t part of the tested Event Espresso package.

Can my feature request be submitted? I would imagine others are looking for the ability to do manual registrations or non-public tickets through the EE system as well.

– Freddys


Josh

  • Support Staff

February 8, 2016 at 1:43 pm

Hi Freddys,

We’re likely not going to add this as a feature since there’s a hook that can make this possible, and the code that I linked to has been tested.

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