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posting payments to invoiced event registrants

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  • posting payments to invoiced event registrants

    We are currently running an event where we are registering some people through the Box Office using a custom payment type called 'invoice.' The idea is that they will send a check or be able to pay with a credit card at a later date. Additionally, we currently have the payment option turned off. So, when someone registers and pays, the transaction is associated with one or more pportunity/Donation records. The current event is for couples, so each transaction creates two Opportunity/Donation records, one for each contact, and splits the amount between them in the Opportunity/Donation record (a $100 registration for the Smith Couple creates a $50 Opportunity/Donation record for John Smith, and a $50 record for Jane Smith). For checks, we just plan on Filling in the Check Number field on each of the Opportunity/Donation records and changing the Stage to 'Posted.' However, we're not sure how to manage a credit card payment because it would just create a new transaction and donation record. Is there a way to map a new payment to update the Opportunity/Donation records that were created through the Box Office Registration process? Or, any ideas on possible workarounds?

    Thanks.

  • #2
    Good day @[email protected]g

    Exactly for that reason we have an option to process the Credit Card transaction within the Event. Please follow the steps below:

    click on the respective Event name> click on Registrations > click on "Name" of the Registrant > here you will find "Make Payment" button through which you can process the transaction with Credit Card:

    Click image for larger version

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    Hope that helps. Let us know if we can be of any further assistance.
    Last edited by CnP.Support.AM; 09-30-2016, 07:01 AM.
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    • #3
      Awesome! Thanks much!

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