Reminder: Payments and refunds added using the below method do not refund or charge an attendee's card. These steps are only for the purpose of updating the "amount paid" in a registration. This is generally done after a refund has been issued through your payment gateway, or a check payment was received.
Adding a payment to a registration
A payment will increase the "amount paid" by the attendee.
- Go to People > Registrations
- Select the attendee/contact you want to update payment for
- Use the 'Tools' dropdown and select "Update payment..."
- In the 'Amount paying' field, enter the payment amount as a positive value (For example, enter "100.00" for a $100 payment)
- Enter a payment comment for audit purposes. (For example, Check payment received on 8/21, check #123)
- (Optional) Check the box to "Send payment email to registration contact?" if you want to send the 'Payment update' email upon saving
- Click "Save" (the record will now show the updated payment status)
Adding a refund to a registration
A refund will decrease the "amount paid" by the attendee.
- Go to People > Registrations
- Select the attendee/contact you want to update payment for
- Use the 'Tools' drop-down and select "Update payment..."
- In the 'Amount paying' field, enter the refund amount as a negative value (For example, enter "-100.00" for a $100 refund)
- Enter a payment comment for audit purposes (For example, a refund due to cancellation)
- (Optional) Check the box to "Send payment email to registration contact?" if you want to send the 'Payment update' email upon saving
- Click "Save" (the record will now show the updated payment status)
