Posted: September 18, 2016 at 4:58 pm
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An ongoing problem is the inconsistency that I see with how Pending Payment vs Incomplete vs Abandoned transactions/registrations are handled. I need to be able to generate a report that includes ALL attempts, so that I can reconcile (did the person subsequently successfully register? how long/how many times did it take them? did they start in the wrong event? etc). To make matters worse, the filters for Incomplete are not working correctly… see the screen grab here: There is clearly an incomplete set of transactions, but the number of Incompletes is “0” Related topics on the forums include: |
You’re viewing the registrations list so the filter you are referring to is to view incomplete registrations, not transactions. Incomplete registrations have no contact details associated with them, they would have a blank name for the registration and an ‘abandoned’ transaction. Including those registration within a report would not provide you with the additional information you are looking for as there would be no way to create a relationship between the incomplete registrations and the ‘normal’ registrations for a specific user. Registrations start as ‘Incomplete’ when you select a ticket on the ticket selector and click to continue (you have not entered attendee details yet) you can test that and view the registration list, you should then see an incomplete registration using the above filter. (Every registration needs a transaction so at the same time the incomplete registration is created, an ‘Abandoned’ transaction is created. They are separate objects, but related) Now as you enter your attendee details and click to view the payment options EE has a ‘contact’ it can assign the registration to, it is now no longer an ‘Incomplete’ registration and switches to Pending Payment. (The transaction remains Abandoned at this point because as far as EE is concerned, nothing has changed with the transaction, no payment options has been selected and no payment made) Now you select a payment method, lets go with ‘Invoice’, and you finalize the transaction. The registration remains ‘Pending Payment’ (unless you have changed the Default Registration status on the event, but we’ll run through as default) and the transaction updates to ‘Incomplete’. The transaction is ‘Incomplete’ because no payments have been made, we have an amount owing and an amount paid that are not equal, therefore its incomplete. The Registration is pending payment because, well its waiting for payment to allow you onto the event, once the Transaction has been mark complete, it will mark the Registration as Approved (only Approved registrations count towards the event). It is possible to have incomplete registrations, if no attendee information is provided (does not relate to another registration/EE contact at that point) It is possible to have ‘Pending Payment’ registration with Abandoned transactions is they entered their details but did not select a payment method (navigated away or closed the browser) Pending Payment / Incomplete (Registration/Transaction) would be the ‘normal’ unpaid registrations, waiting on payment to complete the transaction which in turn Approves the registration. We do not include registrations with Abandoned transactions within the reports unless the registration status has been set to Approved although it sounds like that is what you are looking to include, is that correct? |
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Thanks for the explanation — it makes sense. My situation is that we enter certain subgroups of attendees (program participants, artists, etc) — some of which are free memberships, so no issue, but some of which have an associated fee. So they ended up “abandoned” as we have sent the invoice, but the person hasn’t yet responded. I need to be able to easily see those registrations so that I can follow up with folks to make sure they see the e-mail and pay their fee. Maybe it’s an usual use case, but it’s something I have to deal with all the time. And I’m having to spend a lot of time comparing and cleaning up exported lists to the “live” lists on-line right now before I start printing up hundreds of badges for our main event next weekend. It would be helpful if I could generate a single report/export for this subset. If I’m reading this correctly, I suppose that I could change the default registration status to Approved for those folks, and then they would show up on my reports. Yes? |
Yes, Approved registrations should always show in the report, regardless of the transaction status… however:
How are you adding these registrations? The transaction status should not be Abandoned, it should be ‘Incomplete’. If you are adding the registrations but then not selecting a payment method that would explain why they remain Abandoned however EE provides offline payment methods for this type of setup (such as the ‘Invoice’ payment method). Selecting that during the registration will ‘Finalize’ the registration and setup the transaction correctly at the end meaning the Transaction has a status of Incomplete and the Registration a status of Pending Payment (by default). Those types of registrations would show in the reports. If you can provide a breakdown of you handle the above registrations we can let you know how to handle them within EE without messing around with changing the registration status manually. |
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