Topic:

I would like to give a credit to a registrant to discount or refund their registration fees.

Solution:

There are a few ways to give a registrant a discount on their registration fees.

• Create a discount code that is available for use at the time of registration.
  • This is a good solution if you are planning on giving this discount to multiple attendees. More info...
    
    
• Apply a manual credit transaction on an attendee record after they have registered.
  • This option is suggested if you are applying an individual discount or one-time, partial credit to an attendee.

To apply a manual credit for a one-time or partial discount:

1. Find and edit the registrant's record to open the Attendee Info. window.
2. Click the Transaction icon on the left sidebar.
3. Click on New Transaction link in the top right corner.
4. In the Revenue Adjustment section, select the option to Adjust this registrant's balance due and click Next.
5. On the next step, enter the following information:
   • Enter the Date of the transaction (default is today's date).
   • In the Type field, select Other Credits from the menu.
   • Enter the Amount of the payment.
     • Enter positive numbers only.
   • Enter any Notes regarding this payment (optional)
     • Example: "Loyalty Credit", "Discount for X"
6. Click Save and Close when finished.

The attendee's record will be updated with a new balance.  Be sure to apply the appropriate payment or refund to balance out their transactions.

• See the related links below for assistance processing a refund.

To apply a manual charge:

1. Find and edit the registrant's record to open the Attendee Info. window.
2. Click the Transaction icon on the left sidebar.
3. Click on New Transaction link in the top right corner.
4. In the Revenue Adjustment section, select the option to Adjust this registrant's balance due and click Next.
5. On the next step, enter the following information:
   • Enter the Date of the transaction (default is today's date).
   • In the Type field, select Other Charge from the menu.
   • Enter the Amount of the payment.
     • Enter positive numbers only.
   • Enter any Notes regarding this charge (optional)
     • Example: "V.I.P Fee", "Special Services"
6. Click Save and Close when finished.

The attendee's record will be updated with a new balance.  Be sure to apply the appropriate payment or refund to balance out their transactions.

Additional Information:

None.

Related Links:

• About Transactions in RegOnline
• How do I find an attendee?
• How do I create a discount code?
• How do I enter an online refund?
• How do I know which credit or charge to use in transactions?
• How do I charge a cancellation fee?

Keywords: Discount, Refund, Credit, Special Rate, One-time, Transaction, Transactions, Manually Adjust, Discounts, Promotion, Coupon, Bookkeeping, Accounting, Book-keeping, Accounts Payable, Receivable