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Registration Approved Without Payment

Posted: March 20, 2023 at 11:42 pm

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Matt Shane

March 20, 2023 at 11:42 pm

Hi all –

Quick question. We have an attendee who was marked approved without the system actually recording any payment. Any thoughts how this could happen?

The receipt says payment not complete and we have no record of her making payment via PayPal and in the registrations for the event it shows her as incomplete w no payment taken but APPROVED. When I look in the Transaction Session Details it shows Payment options as completed:

Transaction Session Details
Registration Session 63a179ccbd5b2f1a345e4b4b194ba82c
Transaction placed from IP
Registrant User Agent
Registration Step Progress
Attendee Information : Completed
Payment Options : Completed
Finalize Registration : Completed


Tony

  • Support Staff

March 21, 2023 at 3:46 am

Hi there,

Do you have line items within the ‘Transaction Items’ section above the link your clicked for the session details or is it empty?

Can you add a screenshot of the EE Transaction?

https://eventespresso.com/wiki/troubleshooting-checklist/#screenshots


Matt Shane

March 21, 2023 at 8:32 am

I dont see any additional details.


Matt Shane

March 21, 2023 at 8:34 am

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Tony

  • Support Staff

March 21, 2023 at 2:44 pm

That transaction does have a line items in the Transaction items section.

Your event has the ‘Default Registration Status’ option set to be ‘Approved’, which basically says “I don’t care about payment, if the user finalizes the registration they should be marked as Approved”.

It sounds like thats not what you want?

Most users want to have a Default Registration Status value of ‘Pending Payment’. Registrations are marked as pending payment until payment is complete, at that point there is no payment to make so they ar automatically updated to be Approved.


Matt Shane

March 21, 2023 at 5:30 pm

thanks Tony! I guess nobody has failed payment prior. So a set cost wouldn’t be a requirement for approval regardless of what the registration status is? Seems like it would be a deal breaker. If no payment no entry.

thanks!


Tony

  • Support Staff

March 22, 2023 at 6:26 am

So a set cost wouldn’t be a requirement for approval regardless of what the registration status is?

My apologies but I’m not sure what you are asking here.

The default for Event Espresso is for it to work just like pretty much any e-Commerce setup, you select a product and it creates an ‘order’ (A registration) which then sits waiting for you to pay. It doesn’t allocate your stock (ticket) to you until you’ve paid. So you can either pay for that product in full and your order is updated to reflect that (Registration status is Approved), disappear never to return (registration status sitting pending payment) or complete at a later date (registration sits at pending payment until payment is made in full, in which case it automatically switches to Approved).

Approved registrations are the ones that count towards the sold values.

That’s the default setup we have always used and likely will continue to use for a long time.

However, we have an option that allows you to change that and it’s the ‘Default Registration Status’ setting (DRS for short).

You may actually want the stock allocated to the person before they pay and you then chase up payment after that (thats exactly what some people do) so you set the DRS to Approved. It doesn’t matter what the payment status is, if the registration makes it to the thank you page, the registration is marked Approved and thats currently what you have the event you mentioned set up to do (you may also have others set that way). We have other options like ‘Not Approved’ where the registration sits waiting for Admin review before they can select a payment option (let’s say you need a certain qualification to attend your event, that may need to be checked before payment). So we give you the flexibility to setup the event flow to work however you prefer and with your current event setup the above is what it is expected to do.

The majority of users want to use ‘Pending Payment’ as the default registration status and that is what I advise your to use.


Matt Shane

March 23, 2023 at 9:04 am

thanks for clarifying. I guess I was operating under the assumption that like any product/order you dont get approved until payment. Unless there is a promotion or discount. the person is always required to pay before. payment being always required unless an exception is made.
I guess it has never happened to us before and everyone has always made payment with our events set to Approved default status 🙂
thanks!


Tony

  • Support Staff

March 23, 2023 at 10:30 am

I guess I was operating under the assumption that like any product/order you dont get approved until payment. Unless there is a promotion or discount. the person is always required to pay before. payment being always required unless an exception is made.

That’s exactly how it works by default 🙂

Switching the DRS to Approved, is the exception that tells EE not to work that way.

This actually comes up often, people set the DRS to Approved thinking EE won’t handle the above situation unless its approved, but, we know that a registration is no longer pending payment when the payment has been made, so the logical thing to do is set them to Approved at that point and we do 🙂

Anyway, I’m rambling, if you switch the DRS to Pending Payment it should prevent the above from happening again.

Also there’s 2 options for that setting.

The Defautl Value used for all new events created from now is in:

Event Espresso -> Events -> Defautl Settings (tab)

There you’ll find the ‘Default Registration Status’ option.

Then within each individual event, you have the Default Registration Status option you can set.

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