Using Payment Credits

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Are registrants demanding a refund, but you just can't bring yourself to part with their money? Give them the option to apply that amount toward your next event instead. Stored in a contact's record, payment credits are automatically deducted from their next registration fee. You can also apply credits to a registrant's total yourself.
 
NOTE: Need to view your partial payment balances? Click Contacts in the top right, then the Legacy Reports tab, and run the "Payment Credit Balance by Contact" report.

Activating Payment Credits in an Event

1 Access the Summary & Payment tab. Before a contact's credits can be automatically applied to registration, you must enable credits in that event.

To do so, select your event. Hover over Website & Registration and, under Registration, click Registration Settings. If you have multiple registration paths, select one.


2 Enable payment credits. Click Edit. Scroll down to the Additional Options section and switch "Apply registrants' payment credits to their balance due" to Yes.
 
Click Save. If using multiple registration paths, you will need to repeat this process for each one.

Now when a contact registers, any credits in their record are automatically deducted and the difference displays on the Submit Payment page.

 
NOTE: Payment credits only apply to events that match the currency of the credits.
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Refunding in Payment Credits

1 Access the registrant's record. Select your event. Hover over Invitee Management and, under Manage, click Invitees & Registrants. Search for the registrant and click their name.

The Details tab opens by default. Click the rightmost tab, Orders & Payments. In the Order Details section, click the User-added image next to the item you are refunding and select Adjust Order Amount...


2 Zero out the amount due. When the pop-up appears, zero out whatever is in the New Amount field if you're refunding the full amount. For a partial refund, enter the price they should've been charged.

 
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Click Save.

3 Refund in credits. Back in the Orders & Payments tab, hover over Actions and click Submit Refund.

Enter an amount. Click the radio button beside "Offline - Record a refund that had been (or will be) made through an offline refund method."

Select Payment Credits from the Method dropdown.
Enter the date.

 
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If this is only a partial refund, click Yes beside "Distribute this refund to certain order items" and enter the amount again in the Refund Amount to be Applied box (marked below).
 
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Once you're done, click Submit. These credits will now be in the contact's record in your Address Book, ready for the next event.
 

Applying Credits Manually

Even if you haven't activated credits in an event, you can still apply a registrant's credits toward their total yourself.

1 Access the contact's event record. Select your event. Hover over Invitee Management and, under Manage, click Invitees & Registrants. Search for the registrant and click their name.

The Details tab opens by default. Click the rightmost tab, Orders & Payments.

2 Apply credits.
Hover over Actions and click Submit Payment.
 
 
NOTE: The Submit Payment button only appears when there is an amount due. 

Enter the amount. Click the radio button beside "Offline - Record a payment that has been (or will be) made through an offline payment method."

Select Payment Credits from the Method dropdown. Enter the date.

 
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If this is only a partial payment, click Yes beside "Distribute this payment to certain order items" and enter the amount again in the Amount to be Applied box (marked below).
 
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Once you're done, click Submit.


Managing a Contact's Payment Credits

You don't need to refund a registrant to give them credits. Hand them out as a reward, a bonus, or just because. Regardless of the reason, you'll always view and manage payment credits from your Address Book. 

1 Open a contact's record. Click Contacts in the top right, enter the contact's name in the Contact Search field, and press Enter. Select the contact's name from the results to open their record.
Click Edit.
 
2 Add or deduct credits. Scroll down to the Payment Credits section. When you click inside the text box, a pop-up appears. Enter the amount in credits you're giving this contact and click Add.
 
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Accidentally added too much? Click the text box again, enter an amount, and click Subtract to remove credits.
 
Once you're done, click Save.

 

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