Tips – Chargebacks, Adjustments, Test Payments, and Refunds

This article presents tips regarding chargebacks, adjustments, payments, and refunds.

When working with payments and transactions, keep in mind the following rules:

The "Received" status of payments processed online cannot be changed.
If the payment was canceled after the fact, you would need to add a refund record to the registration to cancel the received payment.
If the registrant's bank processed a chargeback, you would need to add a refund record to the registration to cancel the received payment.
We are unable to delete any items on a registrant's transaction area.
To properly report on transactions, items cannot be selectively deleted, only offset by negative charges.
A payment cannot be made unless there is a balance due.
A payment cannot be made for more than the balance due.
A refund cannot be added unless there is an existing payment and the balance due is negative.

Credit is an adjustment type that will add an adjustment payment record to the registration.
This should not be used in most situations, as it implies that money was received.
Debit is an adjustment type that can be a charge, either positive or negative.
To apply a discount: add an adjustment of type "Debit" and have the amount be negative (example: -100.00).

When an event and form are set to live, you can no longer use the test credit card details provided on the payment page.
To test a Live Transaction, create either an agenda item or attendee type with a $1 amount, which is the minimum, and go through the form by entering real credit card details.