- The article covers managing partial payments on additional registrations.
- For a registration to be marked "Complete," it must be processed through a form all the way to the Confirmation page or be marked "Complete" by a system user.
- This includes additional registrations.
- When adding additional registrations, the primary registration needs to continue onto the Confirmation page of the form for the additional registration to be marked as "Complete."
- When partial payments are allowed, the form does not continue through to the Confirmation page until the Balance Due is zero.
- Because of this, additional registrations will not be marked as "Complete."
How to Manage Additional Registrations so That They are Marked as "Complete"
OPTION 1
- Manually mark additional registrations as "Complete" by reviewing the registrations.
- Decide who should be marked as "Complete" and who should remain as "Incomplete."
- You can create a custom report and group/sort by the "Primary Registration" field to group registrations together properly.
OPTION 2
- Separate the Payment page from the Registration Form.
- Have two forms available: one to add additional registrations, and one to process payments.
- This would allow primary registrations to process through the Registration Form, entering in additional registrations and continuing through to the Confirmation page, making them all "Complete."
- Primary registrations would then process partial payments through a different form, which would allow them to not go all the way through to the Confirmation page without impacting the additional registration's "Complete" status.
NOTE
- If you remove the Payment section, be aware that the Confirmation page is set to send out emails.
- This will send a confirmation email out to ALL registrations in the order — both primary and additional registrations.
- If you do not want that to happen, you should edit the Confirmation page to not send out an email and instead send it out via a Logic Rule (have the logic condition include "Is primary = Yes" to single out the primary registration).
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