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Taking Manual Registrations and Payments at Venue

Posted: December 13, 2019 at 4:36 pm

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shoreshdavid

December 13, 2019 at 4:36 pm

Greetings,

Is there really no way possible to use a purchased Event Espresso Payment Gateway to process credit cards at an event venue? After searching all throughout the forums this still seems impossible even at the end of 2019.

We know how to manually add a registrant through the dashboard, which is great. However… the whole manual registration process comes to a screeching halt when the event admin cannot figure out how to enter a customer’s credit card information to pay for the registration. “Sorry sir, you must now click the link in your email to pay for this yourself”, isn’t quite what people want to hear when standing at the entrance to a conference.

One shouldn’t have to purchase a third party payment processor like Square when an EE payment gateway is available. Each unpaid invoice/receipt already contains a link that opens a web page to input credit card information and pay for a registration. So right now, as a workaround, event admins must go back and find the correct invoice/receipt, open it, and click the link in there that takes them to the web page where they can enter the customer’s credit card information.

If one purchased an EE Payment Gateway, it would be nice if that same link automatically appeared prominently in the Registration Transaction page. Then event admins performing manual registrations can immediately access the web page to input a customer’s credit card to pay for the event.

Warm Regards,
Chris


Josh

  • Support Staff

December 16, 2019 at 7:13 am

Hi,

After you’ve manually registered, you can input the credit card information by going to Event Espresso > Transactions. Then click on this icon that appears in the column on the right, within the first row:

Then, the event admins performing manual registrations can immediately access the web page to input a customer’s credit card to pay for the event.


shoreshdavid

December 16, 2019 at 12:28 pm

Greetings Josh,

Thank you. Sorry we totally missed that icon in the Transaction page. And it seems to use the same link as found on an unpaid invoice.

In future updates of Event Espresso, would it be possible to include that same icon/link in the Registration Details page? That way it’s obvious what to do next and makes the manual registration process flow much more easier.

For example:
1. Click [Add New Registration],
2. Enter personal info and click [Save Registration and Continue to Details],
4. On Registration Details page click [Make Payment from Frontend],
5. Enter registrant’s credit card information and click [Submit].

Thanks again and happy holidays! 🙂

Warm Regards,
Chris


Josh

  • Support Staff

December 16, 2019 at 12:35 pm

Normally after you complete the registration form, it takes you to the Transactions admin page. We may be able to add a link to that page in a future version.


shoreshdavid

December 16, 2019 at 1:18 pm

Hmm… just to be sure that we are both on the same page (so to speak):

On our EE, after we complete the registration form, it takes us to a page that says “Event Espresso – Registrations” on the top. In the middle is a Registration Status section that typically shows the current registration status as “Pending Payment”. At the bottom of that section is a blue button labeled [Update Registration Status].

IMHO next to that blue button would be the most appropriate place to put a [Make Payment] button.


Josh

  • Support Staff

December 16, 2019 at 1:44 pm

Hi,

Normally the page after the registration form on the admin side is the Transaction page. Like in this gif:


shoreshdavid

December 16, 2019 at 3:54 pm

Ah… you are absolutely correct. Though that might be a good idea as well. So then we humbly request that a [Make Payment on Frontend] button be placed on these two pages:

https://www.shoreshdavid.org/temp-images/proposal-1a.jpg
https://www.shoreshdavid.org/temp-images/proposal-1b.jpg

Definitely on the first one (as that is where event admins are taken during the manual registration process) and optionally on the second for when event admins see registrations as “pending payment”.

Thank you for your help, Josh. 🙂

Warm Regards,
Chris


Tony

  • Support Staff

December 17, 2019 at 7:40 am

Hi Chris,

Something you may or may not be aware of is the fact that doing the above changes your PCI compliance level. You are now responsible for the transmission of cardholder data, even if you are not storing said data you have access to it.

Because you are accepting payments for your own services (your tickets) you are acting as a ‘merchant’, not an agent so PCI compliance applies, you may even be acting as a ‘merchant as a service provider’ which has more compliance levels.

That may all be well and good, I have no idea if you are aware of PCI Compliance levels and have already checked you are compliant, but if not you’re taking on a higher level of risk which if unaware could cause you issues further down the liner.

The above is one of the reasons EE doesn’t load an ‘admin payment section’ which we discussed internally a little while ago. It encourages users to step up their level of risk. You’ll notice that payment providers will have a ‘virtual terminal’ type setup for you to take payments yourself like this, which usually comes at a higher monthly cost etc and the reasons for that is pretty much purely, risk.

I’m by no means an expert on PCI Compliance and so highly recommend checking into this yourself to confirm, I just wanted to give you the heads up.

Note that having said all that, there are hooks available within core that will allow you to and buttons on those steps, they may not be in the exact location you’ve highlighted but within the same section.


shoreshdavid

December 17, 2019 at 5:57 pm

Hello Tony,

Thank you for the information. Actually we routinely process credit/debit cards in our gift shop, and have done so for many years. Recently we switched to Vanco Payment Solutions and this is why we purchased the EE Vanco Gateway. It is through Vanco that we are PCI compliant. So processing credit/debit cards for onsite event registration shouldn’t be a problem for us. 🙂

Would you be so kind as to provide some instructions on how to add the hooks that you had mentioned?

As long as we can get a payment button or link somewhere on those two pages, that would help immensely. I support nontechnical older people, who work best when they can just follow a ball. Since the manual registration process takes them to the “View Transaction” page, they need something there that they can click in order to proceed to inputting the registrant’s card number.

Warm Regards,
Chris


Tony

  • Support Staff

December 18, 2019 at 3:52 am

Actually we routinely process credit/debit cards in our gift shop, and have done so for many years.

Unfortunately, that doesn’t mean you have been/are compliant in doing so.

Recently we switched to Vanco Payment Solutions and this is why we purchased the EE Vanco Gateway. It is through Vanco that we are PCI compliant.

Vanco may well be PCI compliant, but you taking the user’s card details yourselves and inputting them on behalf of your user to pay for your own services, changes things. It may seem strange and is a practice seen all over, but unfortunately, it doesn’t mean you are compliant.

So processing credit/debit cards for onsite event registration shouldn’t be a problem for us.

Vanco being compliant and your users using that payment method to make a payment may well be all well and good but you making a payment on their behalf for your own services using that same process, is likely not.

Again, I just wanted to give you a heads up that it likely changes your compliance levels in case you are unaware 🙂

Would you be so kind as to provide some instructions on how to add the hooks that you had mentioned?

Sure, personally I don’t agree with adding the payment button within the edit registration page (pic 1b) as the payment relates to the transaction directly and so it would be best within the transaction page but either is possible.

For the transactions page we don’t have a hook in the current version of Event Espresso to add a button next to the ‘Apply Payment’ and ‘Apply Refund’ buttons although we do have a hook in the next upcoming version (EE4.10.3+) if you’d like to change to use that once released.

With the current version you can use something like this:

https://github.com/eventespresso/ee-code-snippet-library/blob/master/admin/tw_ee_add_additional_transactions_actions.php

You can add that to a custom functions plugin on your site, we have some documentation on creating one here:

https://eventespresso.com/wiki/create-site-specific-plugin-wordpress-site/

Adding the button to 1b is a fair bit more involved as there is no hook to add in after the form, there is one for the form itself so you could use the FHEE__EE_Form_Section_Proper___construct__options_array filter and check for the form named reg_status_change_form, then add a link to one of its subsections.

Doable, but as mentioned I don’t think it’s the right place for it.


shoreshdavid

December 18, 2019 at 11:23 am

Hello Tony,

Alright, since adding to the registration is more complicated, and inappropriate anyway, then a button on the Transactions page will be more than sufficient.

Following instructions carefully, I made a custom functions plugin with the snippet from your github and activated the plugin. However, even after purging the site cache and adding a new test registrant, there is no [Make Payment from the Frontend] button appearing next to [Apply Payment] and [Apply Refund].

Assuming your coding is supreme, the issue might have something to do with our EE4 installation. Is it be possible to completely uninstall Event Espresso, delete the directory, and then reinstall from scratch but without losing event/reg/trans data?

/Chris


Tony

  • Support Staff

December 18, 2019 at 1:10 pm

The above snippet above does not add a button there, it adds the button to the actions below the ‘transactions items’ table, see: https://monosnap.com/file/WAHwMBE8NndtAHra5t0wxBfT9tOi6n

Assuming your coding is supreme, the issue might have something to do with our EE4 installation. Is it be possible to completely uninstall Event Espresso, delete the directory, and then reinstall from scratch but without losing event/reg/trans data?

Whilst it is possible, I don’t think that will be the issue for this.

To answer your question, all of your data is stored within the database, not the plugin files, so de-activating and deleting the plugin, then reinstalling, will not wipe any of your data (WordPress may pop up with a warning saying you’ll lose data, but it is up to the plugin itself if any data is removed and EE does not remove any data on de-activation/delete).

Just to confirm, what is the full version number of EE you are using?

You’ll find that in Dashboard -> Plugins, then number ‘Event Espresso’.

Or it will be displayed at the bottom of your admin dashboard.


Tony

  • Support Staff

December 18, 2019 at 1:25 pm

@Josh found the problem and it’s my fault!

Line 8: https://github.com/eventespresso/ee-code-snippet-library/blob/master/admin/tw_ee_add_additional_transactions_actions.php#L8

Needs to be:

function tw_ee_add_additional_transactions_actions($actions, $transaction)

I prefixed the function with ee_ in the hook callback (line 7) right before pushing to our repo and didn’t update the function name, my apologies.

The repo will be fixed shortly, but you’ll need to alter your plugin manually.


shoreshdavid

December 18, 2019 at 3:46 pm

That worked a treat! Looks like we now have a button that’s really going to help our event admin in the future. Thank you sooo much, Tony (and eagle eye Josh) for the time and attention on this. It is very much appreciated.

Merry Christmas & Happy New Year! 🙂

Warm Regards,
Chris

P.s. And I hear what you’re saying about PCI compliance. Personally I much prefer everyone in our organization to register/pay entirely on their own via our website. Unfortunately we have a fair number of older folks who prefer to pay in person and our Leadership insists we accommodate them. Hopefully not to our detriment.


Tony

  • Support Staff

December 19, 2019 at 4:22 am

You’re most welcome, again my apologies for missing that.

Merry Christmas & Happy New Year!

Thank you and the same to you and yours 🙂

P.s. And I hear what you’re saying about PCI compliance. Personally I much prefer everyone in our organization to register/pay entirely on their own via our website. Unfortunately we have a fair number of older folks who prefer to pay in person and our Leadership insists we accommodate them. Hopefully not to our detriment.

Yeah I understand, as mentioned it’s a practice used all over and even if people “know they shouldn’t do it”, they still do. The problem comes if you run into issues with transactions, you can do it for years and never have issues or you do it once and that’s the one that flags.

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