This article will present tips regarding chargebacks, adjustments, payments, and refunds.
Tips for working with payments and transactions
- The "Received" status of payments processed online cannot be changed.
- If the payment was canceled after the fact or the registrant's bank processed a chargeback, a refund record must be added to the registration to cancel the received payment.
- Items cannot be selectively deleted in a registrant's transaction area.
- Reporting on transactions requires offsetting items with 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.
- A refund cannot be added unless the balance due is negative.
Adjustments
- Credit: Credit will add an adjustment payment record to the registration.
- Credit should not be used in most situations, because it implies that money was received.
- Debit: Debit is a charge, either positive or negative.
- To apply a discount, add an adjustment of type "Debit".
- To apply a discount, have the amount be negative (example: -100.00).
- When an event and form are set to live, test credit card details provided on the payment page can no longer be used.
- To test a Live Transaction, create either an agenda item or attendee type with a $1 amount.
- The $1 amount is the minimum for testing a Live Transaction.
- To test a Live Transaction, go through the form by entering real credit card details.