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Issuing a refund for an event ticket purchase

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  • Issuing a refund for an event ticket purchase

    Hello,

    I wanted to learn about issuing a refund for a ticket that was purchased on a C&P Event. I found instructions on the C&P forums that indicate the process for a donation (logging in to the C&P Portal and then using the Virtual Terminal), but when I try to follow the same process for a C&P Event transaction, I can't find the transaction in the portal. I should mention that the transaction that I want to refund is a "Test Transaction" on a "Test" event. Is that why it is not available on the C&P Portal Virtual terminal?

    If not, please provide some guidance on how to find a event ticket purchase transaction and refund it.

    Thanks,
    Ronak.

  • #2
    Good day!

    Test transaction? you mean using 4111 card #?

    If so that transaction does not show for refund as it has not processed.

    Please clarify as to what you mean by test transaction and what card was used.
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
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    Comment


    • #3
      Thanks for the quick response C&P Support Department. By test transation, I mean the 4111 test credit card.

      So that means that the process to issue a refund for a C&P event ticket purchase is the same as that for a C&P donation, correct?

      Thanks!

      Comment


      • #4
        Good day!

        Yes- the same process for issuing credit.

        4111 test transactions cannot be credited as they have not been charged. It does not post to the gateway and it simply is handled internally matching against the schema so if all is OK it will work. It will also not be checked against fraud, etc. It is just cosmetic.

        To issue credit for an event please follow the steps as any other payment.

        Let us know if we can be of any further assistance.
        Regards,
        Click & Pledge Support Department

        On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

        Comment


        • #5
          Thanks for the clarification.

          Best Regards,
          Ronak.

          Comment


          • #6
            May I ask a follow up question? I understand how to issue the credit onto the credit card used, but can you also please explain best practice for removing that registrant/attendee from the event? I have figured out several ways to do it, but don't know which is ideal to keep integrity of the data and have accurate report of attendee count and revenue earned. Thanks!

            Comment


            • #7
              Good day!

              We can do this for you, for now, if needed. We do the following when asked:

              - Create a tab for "C&P Event Registered Attendee" object
              - Create a tab for "C&P Event Registrant" object

              find the registrant & attendee and delete it from the object.

              As for inventory there is not much can be done at this time so you can simply add more to the available inventory. To adjust the inventory we do it internally in our program when asked.

              If you wish for us to help with this please grant us login access and the order number so we can remove it for you.

              We are going to add this feature in the next release so you can do this for free events. For paid events we have to do a bit more adjustments to set the opportunities as credited back, etc. - this will be in the 4th quarter release.
              Regards,
              Click & Pledge Support Department

              On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

              Join us @ the educational webinars: https://clickandpledge.com/webinars/
              Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
              Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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