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Ticket Canellation – Confusing Workflow

Posted: May 24, 2016 at 4:41 am


Wonderful2016

May 24, 2016 at 4:41 am

Doc do not show how to – Description does not match EE4.
How easy is it to just cancel a ticket, which should be available again for a fixed amount of tickets and pay back to attendee?
We do use a translated version of EE4 where nowhere is to find similar to “cancellation” – I do not match the status “not finished” as cancelled.
Or is there a certain way to find this workflow?


Josh

  • Support Staff

May 24, 2016 at 9:59 am

You can find one example in the documentation:

https://eventespresso.com/wiki/registrations-ver-4-0/#bulk-actions


Wonderful2016

May 24, 2016 at 1:45 pm

Confusion goes on.
An attendee has a 3 ticket registration and wants to give back a ticket and buy another ticket for another day. Payment is not done yet.
We are not able to manage how to change this normal everyday process.
We changed the status of the certain ticket to cancellation, and thought we can see only two tickets now, as the identification on one ticket is on “cancelled”. We still do see 3 tickets in transactions and full price as in the beginning. At least should not show up in invoice. So we tried to trash this ticket to basket, with no result. How to get a solution? Just delete one ticket and get new price with invoice?
Moreover, how can we manage to exchange a ticket with another one and send the actual invoice to the customer?

The whole thing to handle seems very different when payment is already done?


Wonderful2016

May 25, 2016 at 1:22 am

How can we imagine the effects of Registration Status in EE4 to an event process?
Your docs do not cover our real event situations, so we do not see how we can handle our workflow like the example above for a customer with 3 tickets, and cancelling or exchange one of it.

So what is the meaning of
Declined
The admin can set an attendee to declined.
Why is it, that attendee cannot pay for the event, can´t follow the logic for daily life pratice. He can pay, why not?

Cancelled
The attendee will be marked as cancelled if they cancel the registration, or if the admin marks them as cancelled.
How can an attendee cancel the registration? What is the difference to Declined?

And how does cancellation effect the workflow for attendee if they are cancelled and what happens to invoice?

Further, what to do for the situation described above, 1 of 3 Tickets is cancelled and without a complete map in mind, we do not no where to click in the backend, as there is no intuitive handling usability, and no effective real life documentation for daily situations.
It is time consuming to find the pieces together out of the toolbox, but we cannot follow a logic with Registration Status, as the docs and searchings are not helpfull to our questions.


Josh

  • Support Staff

May 25, 2016 at 8:17 am

For your specific scenario you describe here, where you want to exchange in a different ticket for a transaction, your best option is to trash then delete all the registrations for that transaction, then start over with a new transaction and select the desired tickets.


Wonderful2016

May 25, 2016 at 9:57 am

O.K. This does not work if payments are already done.
And does this mean, if a customer does cancel one ticket of a bunch, I have to manually setup a brand new transaction in any case which come up?
What is the benefit then with “cancellation” and I did not get answere how a customer can cancel his ticket?

I do not understand what different status like “cancellation” does anyway? Just an color indication in the backend?


Wonderful2016

May 25, 2016 at 10:03 am

And how can I produce a new set in exchange for the specific Attendee? Or shall I ask the customer to buy a new set?


Wonderful2016

May 25, 2016 at 10:14 am

In summary, as we are stuck during selling tickets for the event – How can we handle ticket changes like cancellation have an effect on the invoice for the attendee. Some clients did change their mind with us and we have to give a processed invoice actualized for the customer…


Wonderful2016

May 25, 2016 at 10:38 am

This is the situation > http://i.share.pho.to/49684708_o.jpeg

One Ticket (#2) was set to “cancelled”. Does have no effect on calculation?

Question: As in the Screenshot, how to proceed, when 1 of 3 tickets is cancelled, set to cancelled by admin, now want to have a new invoice and send it to attendee… The whole transaction does not change as one ticket is cancelled but still show price of all 3 Tickets. Where is the logic and where is the workflow?

Not to mention a step beyond, that means, how to exchange ticket #2 with another one?
Nest level: How does all this work with a transaction, where payment is already done?


Josh

  • Support Staff

May 25, 2016 at 2:18 pm

It turns out that the Ticket Cancellation has no affect on the Transaction. There’s an open ticket to change that. What you’ll need to do in the meantime is start a new transaction and remove the transaction.


Wonderful2016

May 25, 2016 at 3:23 pm

As we had not enough detailed answeres in our communication, we like to ask till we understand right. As we now do not know, is our understanding wrong or what do you mean exactly with: it turns out, that ticket cancellation has no effect on Transaction – is it a bug or we are dummys?
Next question, till we understand, what you mean exactly when you say “start a new Transaction?


Josh

  • Support Staff

May 25, 2016 at 3:28 pm

I’d say it could be labeled a bug, or labeled a missing feature. This has nothing to do with anyone’s intelligence. The developers have worked many hours on trying to get the Ticket Cancellation feature to be able to update the transaction totals, but ran into some unexpected trouble with unit tests and now need to refactor unit tests before they can go any further.

When you start a new transaction, you’re starting over with a new registration instead of trying to cancel/edit existing registrations.


Wonderful2016

May 25, 2016 at 3:52 pm

We are intelligent dummys – I know… Just we did try to find out for 24 hours, what we do wrong. So only now I know, there is a bug.

A new transaction for the specific attendee – how to do this?


Josh

  • Support Staff

May 25, 2016 at 4:31 pm

You can add a new transaction for the attendee by:

1) You go to WordPress dashboard, then go to the registration list for the event that you want to add a registration.
2) You click on Add New Registrations
3) Select the tickets and quantities
4) Go to next step
5) Fill out the First name, last name, email so they match the information for the original registration.
6) Manually apply a payment if they’ve already paid, or send an invoice if they haven’t paid yet.
7) Delete the payments and registrations from the original transactions.


Wonderful2016

May 26, 2016 at 4:51 am

Another word to usability and many Confusion which arises:
We never saw the button “Add New Registration” as there is no button in Registration view.

Only by entering Registration over Eventoverview > Attendees, there is the button to find, but if there is a reason for this, must be a very good one, kept secret.

Now as we got trapped over “cancelled” function, the same questions arises to the other status of registrations and transactions: what is and what should be the function is not clear, as i said from the beginning, docs are not helpful, they are NOT self explaining.

Biggest mystery to us, how are other customers work with this, i cannot imagine that “cancelled” function does not effect others, or they do use event espresseo on very very low level.


Josh

  • Support Staff

May 26, 2016 at 7:09 am

The reason that the there isn’t an “add a new registration” button on the main Registrations view is because the main registrations view can show registrations for all events. The views where it shows registrations for one event have the button. The view where it shows registrations for many events do not have the button.

By including the button only on one event’s registrations view, it removes the step of selecting an event to add the registration to from the UI.


Wonderful2016

May 31, 2016 at 2:29 am

Is there any news or update to the Fact: Ticket Cancellation feature to be able to update the transaction totals?


Josh

  • Support Staff

May 31, 2016 at 11:57 am

No they still need to refactor the unit tests before they can make that change. We will update this thread when there’s been some progress.


Wonderful2016

June 11, 2016 at 9:42 am

As we had a lot of work and confusion about this task of cancellation and after the last update, I am curious to do another update.
I did not see a specific announcement in update log file for this cancellation issue with event espresso 4.9.0
Can you explain what or whick fix does it?


Josh

  • Support Staff

June 14, 2016 at 10:39 am

Hi there,

The work for Refactor Unit Test Model Object Factories and Adjust Transaction Totals when Registrant Status Changed to “Declined” or “Cancelled” are not complete and thus were not included in Event Espresso 4.9.

We will update this thread when there’s a release that includes these changes.


Josh

  • Support Staff

September 7, 2016 at 10:18 am

Hi there,
The work for Adjusting Transaction Totals when Registrant Status Changed to “Declined” or “Cancelled” was completed and was included in Event Espresso 4.9.10.

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