Open your event on the Event Dashboard, then click the Registered Attendees button. Then, click any registrant's name below. You will enter their Registrant Details Panel. At the top of the main tab [of this panel], you will notice an ADJUST ACCOUNT button.
The ADJUST ACCOUNT button at the top of the Registrant Details Panel allows you to apply payment towards or reduce the cost of a registrant's balance owed.
Occasionally, you will come across the need to make manual financial adjustment to a completed registration, which could be for various reasons, such as:
- A registrant initially elected to pay by cash/check at checkout and has now submitted payment
- You need to refund a registrant for their initial purchase
- You would like to award a registrant with a price reduction
Carrying out any type of accounting adjustment is easy - once viewing a Registrant Details Panel on the Dashboard, click the ADJUST ACCOUNT button in the upper left (you can also click the ACCOUNTING ADJUSTMENT button in the bottom right).
In the ACCOUNTING ADJUSTMENTS panel (shown in the screenshot below), you are in charge of:
- Selecting the type of adjustment to be made
- Identifying the dollar amount of the adjustment
- Categorizing the adjustment
- Adding transaction notes (i.e. Check number)
The information entered below will reflect on the invoice for that registrant.
Selecting an adjustment type depends on the financial decision that is being made (i.e. are you refunding or making a payment towards the balance due? Are you reducing the price?)
Note that ALL dollar values entered should be positive numbers. The adjustment type will take care of the math.
Use this when you want to REDUCE the amount the registrant is required to pay (amount due). Think of it as a discount off of the price of the items included in the registration. This would also reduce the amount of revenue you'd expect to collect from the overall event.
REVERSE A PRICE REDUCTION
This would be used to adjust the amount due upwards.
MAKE A PAYMENT
Use this to record a full or partial payment that will be applied against the balance due. This will REDUCE the amount due.
REVERSE A PAYMENT
This is used to reverse or reduce an amount paid. This will INCREASE the amount due.
ACCEPTING CREDIT CARD PAYMENTS
If you use Authorize.net, Stripe gateway or PayPal Express, you will see a PAY NOW BY CREDIT CARD button adjacent to the balance due at the bottom of the panel. By clicking this, you can manually charge a credit card on the spot. The system will collect the funds and adjust the financial record/invoice accordingly.
If you are interested in changing your payment gateway provider, you can do that globally by visiting your ORGANIZATION MANAGEMENT area.