Participant Account

In this article:

• Add Line Items

• Adjust Add-Ons and Coupons

• Add Payment Method

• Cancellation Fees

• Void Transaction

 

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Add Line Items

To process charges or refunds for a participant, select the participant, navigate to the Account tab, and click on the Add Line Item button.

From here you will be able to process an electronic payment, refund, external payment, donation, or add a miscellaneous line item.

• Payment. Charge a new payment method or saved payment method.
• Refund. Initiate a refund to a saved payment method.
  • Please note that once an electronic refund is processed back to a credit card or bank account, it may take up to 5-7 business days before it will appear on the card holder’s account.
  • Refunds can only be processed if there is a saved payment method on file for the participant. If there is no payment method on file, refunds may be issued externally or you must reach out to the user directly to add their payment method into the system.
• External Payment. Record cash or paper check payments you receive on your own, and that are not processed through our application.
• Donation. Adds a donation charge to a participant's account.
• Miscellaneous. Record extra positive or negative adjustments, like scholarships, that are not tracked by add-ons or coupons.

To add a line item:

1. In the participant’s profile, click the Account tab.
2. Click the ADD LINE ITEM button.
3. In the submenu that appears, click the type of line item that you want to add.
4. In the Amount box, type the amount of the transaction.
5. Add any other necessary information, and then click the SUBMIT button.

Important: Line Items cannot be deleted. If a mistake is made, a new Line Item must be added to correct the error.

 

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Adjust Add-Ons and Coupons

You can manually add or remove a coupon or add-on in a participant’s registration.

To add or remove a coupon or add-on:

1. In the participant’s profile, click the Registrations tab.
2. Click the name of the session that you want to edit.
3. Click the EDIT REGISTRATION button.
4. Do one of the following, depending on whether you want to add or remove a coupon or add-on:
• To remove a coupon or add-on, click the red X next to the add-on or coupon that you want to remove.
• To add a coupon or add-on, check the box(es) next to the items that you want to add, and then click the ADD LINE ITEMS button.

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Add Payment Method

A saved payment method must be associated with an authorized user. You can add a saved payment method for a user in a participant’s profile.

To add a payment method for an authorized user:

1. In the participant’s profile, click the Users tab.
2. Click the name of the user.
3. Click the ADD PAYMENT METHOD button.
4. Depending on the type of payment method, click CREDIT CARD or BANK ACCOUNT.
5. Add the required financial information.
6. In the Billing Address box, type the billing address that you use for your bank or credit card.
7. Click the CONFIRM button, and then click the SAVE button.

 

 

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Cancellation Fees

You can add a cancellation fee when you deactivate or bulk deactivate registrations.

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Void Transaction

New! You can void a payment, refund, or donation in a participant’s account on the same day as the transaction was made.

Before you void a transaction, it is important to note:

• ACH transactions made after 4am ET can be voided before 11:59pm ET on the day of the transaction.
• Credit Card transactions can be voided before 6pm ET on the day of the transaction.
• Only transactions made using a Saved Payment Method can be voided. Unlike a Refund, the Saved Payment Method cannot be added later.

To void a transaction:

1. In the participant’s profile, click the Account tab.
2. Click the transaction that you want to void.
3. Click the VOID button.
4. In the Void transaction window that appears, click the VOID button to confirm. A Success message will appear.