This article presents tips regarding chargebacks, adjustments, payments, and refunds.
When working with payments and transactions, there are a few things to keep in mind:
- 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, 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.
Adjustments:
- Credit is an adjustment type that will add an adjustment payment record to the registration.
- Debit is an adjustment type that can represent 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).
- This should not be used in most situations, as it implies that money was received.
To test a Live Transaction, you would need to 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.
- 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, you would need to 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.
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