Topic:

How do I know which transaction type (credit or charge) to use when adjusting a an attendee's balance?

Solution:

Adjusting an attendee's balance or transactions is easy, once you understand how transactions work in RegOnline. A transaction can either record a payment/refund (cahs transaction) or adjust the revenue expected from an attendee. In order to determine what type of transaction to use, you will need to review the current balance on an attendee record.

Keep in mind that Charges and Credits (Revenue Adjustments) will always adjust the revenue that is expected from the attendee (balance due). Payments and Refunds (Cash Transactions) are used to record monies received or given to attendees and will reconcile their balance in an attempt to bring the attendee's balance back to zero (no money owed or due).

Here is a list of transaction types available when creating a new transaction:

Cash Transactions:

Payments:

• Online Credit Card Payment – Used to process an online credit card payment.
  • Must have online credit card processing enabled on the event. More info...
• Offline Credit Card Payment – Used to record a credit card payment processed offline.
• Cash Payment – Used to record a payment received in cash.
• Check Payment – Used to record a payment received via check.
• Other Payments – Used to record a payment received by another means not listed.
• Wire Transfer Payment – Used to record a payment received via wire transfer or another type of bank transfer.

Refunds:

• Online Credit Card Refund - Used to process an online credit card refund.
  • Must have online credit card processing enabled on the event and a gateway that supports online refunds. More info...
• Offline Credit Card Refund – Used to record a credit card refund processed offline.
• Offline Credit Card Chargeback – Used to record an offline credit card refund to an attendee due to a disputed credit card charge when that charge has been reversed on the attendee’s credit card.
• Check Refund – Used to record a refund given to an attendee via check.
• Other Refunds – Used to record a payment given to an attendee by another means not listed.
• Wire Transfer Refund – Used to record a refund given to an attendee via wire transfer or another type of bank transfer.

Revenue Adjustments:

• Credit Due to Cancellation – A revenue adjustment used on an attendee record when either the attendee cancels his/her registration, or the event is cancelled.
• Other Charges – A manual adjustment or additional charge that is not part of the fees on an event.
  • Example: Cancellation Fees, One–time fee adjustment, etc.
• Other Credits – A manual adjustment or discount that is not part of the discounts or fees on an event.
  • Example: One–time discount for preferred customers, Loyalty credit, other adjustment, etc.

Additional Information:

• You always want the attendee's transactions to balance or total zero by having corresponding Cash and Revenue transactions.
• See the Related Links below for further instructions on processing or creating transactions.

Related Links:

• About Transactions in RegOnline
• What transaction types are used to calculate the revenue for my event?
• How do I create a manual credit transaction for a registrant?
• How do I process a check payment?
• How do I enter an online refund?
• How do I charge a cancellation fee?
• How do I process a partial refund?
• User's Guide – Attendee Record – New Transaction

Keywords: Cash, Revenue, Transactions, New Transaction, Type, Refund, Payment, Charge, Credit, Offline, Online, Off-line, Adjustments,