How to Add a Transaction

Clients can use this feature when accepting or receiving any payment type other than credit cards.

Use case: If a participant mails in a check, the client will need to update that participant's record by logging the check. This will change the payment status from “Owes” to “Paid”.

To add a transaction, follow the steps below:

1. Choose the event from the company dashboard 
2. In the left-side navigation, click the down arrow next to Events Overview to expand the menu options
3. Click Participants
4. Use the search bar to find the participant record you need to update
5. Click the Pencil icon next to their name
6. Click Add Transaction, OR click into the Transactions tab and click the New Transaction button
7. Select the Transaction Type from the drop-down menu
   
   
8. Select the Payment Type from the drop-down menua. Depending on your selection, an additional field may appear (e.g., for a check, a field will appear to enter the check number
9. Check the box next to the line item(s) you want to apply the transaction to 
10. Mark Status Complete and/or Send Invoice Email by checking the box next to those options
11. Click Add Transaction
    
    

When adding a transaction to a record that is part of a group registration, the transaction will be reflected in the parent record. However, each group member will individually show a payment status of "Complete". 

 

 

 

• Related Articles

• Registration Field and Payment Processor

  Update the Payment field on the Payment page of a registration form to allow participants to pay for their registrations and event add-ons with a credit card upon completion of the form. The registration module allows clients to enter third-party ...

• Setting up Stripe Checkout

  Enabling Stripe Checkout as a payment processor allows you to offer additional payment methods to end users beyond just credit card payments. Supported Payment Methods Credit Card Google Pay Apple Pay Buy Now, Pay Later options: Klarna Affirm ...

• Overview of the Participant Edit View

  Once a participant is in the system, in a participant profile, clients and admins can view data and make edits to the record. To navigate through the participant view, follow the steps below: In the left-side navigation, click the down arrow next to ...

• Add a Single New Session

  Sessions are required in the system in order to track participant attendance. To add a session, follow the steps below: In the left-side navigation, click the arrow next to Attendance Tracking to open the menu Click Manage Sessions Click the Add ...

• Registration Types

  Registration types provide registration categories and are necessary to set conditional logic on the registration form. Examples of common registration types are Attendee, Speaker, and Exhibitor. To create registration types, follow the steps below: ...