Transactions (ver 4.0+)

Transactions (ver 4.0+)

Transactions

The transactions section covers the payments each registrant has made.

Overview

The transactions list table offers views of transaction lists. You can filter by a date range, search for matching transactions with the Search field, view transactions by status, and view transactions by event.

Transaction Status – the current status of the transaction. This is show as a thin colored bar to the left of the ID (Registration ID).

  • Orange – Overpaid
  • Green – Complete
  • Blue – Incomplete
  • Yellow – Abandoned
  • Pink – Failed

ID – This is the transaction ID used by the plugin.

Transaction Date –  The date the transaction was first made. Clicking this will open up the transactions details page.

Total – The total cost of all the tickets purchased in that registration transaction.

Paid – Total of all payments made for the transaction.

Primary Registrant – The name of the primary attendee. Clicking this will open up the attendee details page.

Email Address – The primary attendees email address. Clicking this will open up your default email program.

Event – The name of the event registered for which is also a link to that event’s editor screen. A View all Transactions for this event link will also be available.
If the Multi Event Registration add-on is activated, this column’s content is changed to show the count of events in the transaction, and the link changes to go to a list of those events.

Actions:

  1.  View Transaction Details – Clicking this will open up the transactions details page
  2.  View Invoice for Transaction – Clicking this will open up an HTML version of the invoice which can be printed. There is an option on that page to convert it to a PDF file, which can be printed or downloaded
  3.  View Transaction Receipt – Available if the Receipt message type is activated
  4.  View Registration Details – Clicking this will send you to the Registration Details page for the Primary attendee related to the transaction
  5.  Send Payment Reminder – Resend an email to the primary attendee, requesting payment if money is owed
  6.  View Related Messages – Clicking this will open a list of messages sent for the transaction
  7.  View Tickets for Registrations – Available if ticketing add-on is activated

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