Editing and Adding Payments in the Event Dashboard
A crucial process for any event registration is managing payments. This article will walk you through how to add new payments, edit existing payments, and issue refunds in your event dashboard.
Content
Adding New Payments
There may be instances where you need to manually add a payment to a registration order.
- From the Event Dashboard, navigate to Registration > Orders and select the order you wish to adjust from the list
- Scroll down to Payments and select Add Payments
- Under the Amount field, enter the amount being paid
- Under the Payment ID/Number field, enter an unique identifier for the payment
- This is for internal use and does not impact the payment itself beyond giving the payment a name.
- Under the Date Received field, enter the date the payment was received
- Under the Date Due field, if the payment was not completed yet, enter the date that payment will be due
- Under the Select Method field, select Credit Card, Check, Wire Transfer, Complimentary, or Other, depending on how the registrant intends to pay
- Under the Private Notes field, enter any internal notes for the transaction
- Under the Public Notes field, enter any notes for the registrant to see as part of the transaction
- Public notes will appear on the Payment Summary PDF file and when the Payment Link is sent to the registrant’s email.
- Toggle on the Payment Verified checkbox, if your organization has received payment
- Toggle this off if payment has not been delivered yet.
- Select Save Changes
Editing Existing Payments
In some cases, there may be a need to edit an existing payment method which is supported by PheedLoop.
- From the Event Dashboard, navigate to Registration > Orders and select the order you wish to adjust from the list
- Scroll down to Payments and next to the payment, select Actions
From here, you will see a number of options to choose from. Below is a summary of what each action and their function:
Name |
Description |
| View Payment Link | This option will only appear if the Payment Method is designated as a credit card. Selecting this option will open a new tab to a payment portal where registrants can pay for their order. |
| Send Payment Link | This option will only appear if the Payment Method is designated as a credit card. Selecting this option will send an email to the registrant containing a link to the payment portal where they can pay for their order. |
| View/Edit Details | Select this option to modify the payment as necessary. Every aspect of the payment can be modified including the Amount, Payment ID, Date Received, Date Due, Select Method, Private Notes, Public Notes, and Payment Verified. |
| Verify | Select this option to toggle on the verification status of the payment. Verified payments will deduct from the amount owing. Deductions will appear in real time under the Finance Summary section. |
| Download PDF | Select this option to download a PDF file containing the summary of the payment. The Payment Summary will include information on the payment including, currency, payment method, payment totals, and more. |
| Send PDF | Select this option to send the Payment Summary to the registrant through email. |
| Issue Refund | Select this option to issue a refund for payments. For more information, please refer to our Issuing Refunds in the Event Dashboard article |
Conclusion
By following the outlined steps, you can accurately track and update payments, ensuring financial records remain transparent and organized. Additionally, understanding how to process refunds through PheedLoop or external payment methods empowers you to handle attendee requests promptly. With these processes in place, you can focus on delivering a successful and seamless event.