Search results for Credits

21 articles found

  • How to issue credits in bulk

    First, put all registrations in a canceled status:  Event → Registrations → Attendees Check the box to the left of the Choose Attendee Status box to select all of the registrations Sele

  • How to view outstanding credits

    Reports  Accounting Reports  Outstanding Credits  Credits are listed from oldest to newest. Attendees can view their credits under the 'My Account' section of their MSR profile. 

  • How do I refund an attendee?

    Online refunds back to the original form of payment are easy and free!  In the Payment section of the attendee's registration: Click the Refund button to the bottom right Enter the amoun

  • How to give an attendee a credit on their account

    While you are in an attendee's account, you can give them a payment credit that can be applied to future events: 1. Scroll down until you see these 3 tabs on the left-hand side 2. Click on Paym

  • How do I process deferred payments?

    You can charge individual attendees by clicking the green charge my account button in the payment section of their registration.  Or, follow these steps to charge them all at once:  Go to th

  • How to create discount codes

    Club Profile →  Discount Codes →  Add new discount Enter the following parameters for your discount code:  Code: this is the actual code you hand out to people Amount: the amount of

  • How to put a future credit on an attendee's account

    Instead of a refund, you can give an attendee an in-system payment credit to be used exclusively for future events with your organization. Valid credits will be automatically applied at the time of re

  • How to apply a credit to an existing registration.

    While you are in the registration: Go to the Packages & Payments section and click the Credit Card link Scroll up to see the credit is automatically applied  Scroll down and click the 

  • How to redeem a discount code for an attendee

    Open the registration → click link for 'credit card' under Monies due Enter discount code at the top of the payment screen Scroll to the bottom & click 'Skip Payment' to process just the disco

  • How to Process Payment after updating a registration

    If you have updated an attendee's registration and they now have Monies Due, you can replicate the payment portion of the registration process to process they payment:  Select the Credit Card l

  • Event Deposits

    You can set up your event so that you can charge a deposit now and collect the remaining balance at a later date. 1. Payment Setting: On the Basic Settings page → Online Payment, click the button f

  • What kind of reporting do you have?

    The majority of the reports in our system are formatted like a spreadsheet with rows and columns for information. These reports can be customized, filtered, exported and saved by.  We have over 50

  • How do I make payment optional?

    Using our deferred payment processing, you can occasionally allow attendees to register online but pay offline. The workflow is similar to making a hotel reservation:  Set the event up for defe

  • How to copy an attendee from one event to another

    Open the attendee's registration → gear icon (next to name) → copy Select reg options to copy → Continue → Confirm Reg Options → Finish Copying  Note that this does  not move payments. It on

  • How do I stop the collection emails from going out?

    Charges that fail to go through are put in a dunning queue that is shown on the top of the Payments screen. You can remove an attendee from receiving the dunning emails:  Event → Registratio

  • How to approve registrations before processing payment

    Premium Plan customers can use this workflow: Set payment for the event to Deferred (that will collect the payment information, but not charge their credit card). You will be notified when

  • When will I receive my first deposit?

    All deposits are subject to a 3-day rolling reserve which means your deposit will include registration payments made from 3 days prior to your scheduled deposit date. Charges are grouped into deposits

  • How to process online check-in

    The entire registration is loaded with a check-in widget at the top which provides helpful prompts, especially for less experienced registrars: Confirm the participant's identity, membership, l

  • How to Create An Admin Package

    To remove the balance due from appearing on Attendee's accounts: Create an Admin Package: Locate the event from the Dashboard or Events →  Settings → Registration Form Tab Parts Bin →  plu

  • How do I send text messages?

    There are two ways you can send text messages using the Text Message Blaster app–through any batch list or from the Email/Text blaster screen. You will need to turn on the Text Message Blaster appl

  • Packages and Inventory

    Perhaps the most key component of a registration, Packages and Inventory are the things you sell and how much you charge Features We have a two-tier system of packages and inventory which sepa