Topic:
I have collected offline payments from registrants, such as checks or P.O. 's. How do I enter those in my RegOnline account to balance the attendee record?
Solution:
When you receive an offline payment from an attendee, then you should record it on the their attendee record in order to reconcile the balances and transactions for your event. You can do this by entering a manual transaction on the attendee record.
- Find and edit the registrant's record to open the Attendee Info. window.
- Click the Transaction icon on the left sidebar and verify that there is a balance owed (balance due is indicated in Red).
- Click the New Transaction link in the upper right corner. This will open the New Transactions window.
- If the attendee does not have a negative balance (in red), then you will need to create a manual revenue adjustment (credit) first. Show me how...
- Choose the option to Enter a manual (offline) payment and click Next.
- On the next step, enter the following information:
- Enter the Date of the transaction (default is today's date).
- Select the Type of payment you have collected.
- Your choices are Offline Credit Card Payment, Check, Other, Cash, or Wire Transfer.
- Enter the Amount of the payment.
- Enter positive numbers only.
- Enter any Notes regarding this payment (optional)
- Example: "Check #1234", "Transferred to account", "Payment Received", etc...
- Click Save and Close when finished.
Additional Information:
Offline Credit card payments entered with this process will simply record the transaction on the attendee's record, but WILL NOT charge the attendee's credit card.
Related Links:
Keywords: Offline, Off-line, Manual, Transactions, Processing, Bookkeeping, Accounting, Payment, Payments, Refund, Book-keeping, Accounts Receivable, Payment processing, Payments
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