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  • Avatar
    Jay Fitzmaurice

    Hey Kiri! You can get this information by going to your Form List, clicking on your Registrants number, and tagging those for Export. You can also include that information in the Confirmation Email and/or Itinerary Email that goes out from the Form using Merge Data. If you have questions on how to do this, let us know at help@memberclicks.com or 404-879-2800 (Mon-Thu 9am-8pm EST, Fri 9am-6pm EST) - we'd be happy to help!

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    Wendy Stoneberger

    When a submission is deleted, will the unpaid invoice associated with it automatically be voided? I thought I had read somewhere that it would, but I'm seeing this is not the case with a canceled reservation and with some test submissions. 

  • Avatar
    Jay Fitzmaurice

    Hey Ryan! You should get a pop-up module that you've changed pricing, with the opportunity to create either an additional Invoice (to charge someone), or a Credit Memo (to refund someone), when you've made edits to a submission. For this particular case where you've got an unpaid Invoice, I would create a new Invoice for the new price, and void the original.

  • Avatar
    Ryan Martz

    I am attempting to add a discount code to a submission after the person registered but did not pay. When I add the discount and select the new $0.00 rate under "edit", the submission saves but the invoice does not update. Do I have to create a new invoice to discount a submitted form with an open invoice?

  • Avatar
    Jay Fitzmaurice

    Hey Becky! You're right on the money: the Registrant List number comes from form takers using the "Register Self/Guest/Linked Profile" button/s. If those are not used, the system does not tally into the Registrant List. I hope that helps clarify!

  • Avatar
    Jay Fitzmaurice

    Hey Ryan - I was going to suggest opening a ticket with our Help Team for this, but it looks like you already had! I've run into the same thing you mentioned, and have since written it up for our Tier 2 team to investigate. Thanks for bringing it to our attention!

    If you run into this issue again (or others!), please drop us a line at help@memberclicks.com, or give us a ring at 404-879-2800! We're here Monday-Thursday 9am-8pm EST, and Fridays 9am-6pm EST.

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    Michelle Lui

    Hi Kinsey,

    You mentioned above that "Confirming as an offline settlement means you'll send a check/cash or otherwise handle the refund offline. Confirming as an online settlement will automatically issue a credit card refund. Once you've confirmed, the Credit Memo will be marked as Paid."

    We recently tried to confirm an online settlement for an invoice that was paid by credit card. However, when we clicked on "Online settlement," we received the following error:

    Authorize.net: The referenced transaction does not meet the criteria for issuing a credit.

    Can you please explain what's going on?

    Thanks!

  • Avatar
    Becky Lorber

    Can you clarify for me how the Registrants are counted per each form Submission? For example, does the registrant have to enter their guest using the "Register Guest" button on the form for the database to be able to count 1 form submission but 2 Registrants? Will the count under Registrants be wrong/low if the form simply uses text boxes for names of additional guests? 

    Thank You!

  • Avatar
    Jen Norman

    How do the credit memos work? Can you apply the balance to a different (linked) member's invoice? Can you take any action, other than hitting the "settle" button and adding a note?

    I'm still unclear on how the "credit invoice" part works, too - is it more like a discount, or like a partial refund?

  • Avatar
    Kinsey Mahan

    Jen - A credit memo should be issued if you need to issue a refund on an invoice that's already been paid. After clicking Refund Invoice, enter the amount of the credit you want to issue, then click Save. That will create a Credit Memo.

    To 'pay' out the Credit Memo, click Settle. Depending on how the invoice was originally paid (via credit card or check/cash), you'll see the option to confirm as an offline or online settlement. Confirming as an offline settlement means you'll send a check/cash or otherwise handle the refund offline. Confirming as an online settlement will automatically issue a credit card refund. Once you've confirmed, the Credit Memo will be marked as Paid.

    I hope that helps!

  • Avatar
    Jay Fitzmaurice

    Hello Michelle! For an error that specifically references Authorize.net, I would start by reaching out to them for additional insight. If you still need assistance after that, drop our Help Team a line at help@memberclicks.com; we'd be happy to lend a hand.

  • Avatar
    Kinsey Mahan

    Jen - There sure is! I've included a short video below showing the steps you should take. First, navigate to the Submission List and edit the Submission, then deselect the pricing field. When you click save, a modal window will pop up that allows you to create a Credit Memo. In that area, you can click Remove next to the Credit Memo, then save, which will update the submission amount without creating a Credit Memo. Hope that helps!

    edit-submission.gif

  • Avatar
    Ryan Martz

    Hey Jay, Unfortunately I only get a pop up if I increase the price. Simply adding the discount and then selecting the $0.00 rate does not give me this pop up. The submission says $0.00 but invoice remains unchanged. We went ahead and voided the invoice rather than waste time but hopefully I can find a solution for this for future instances where I need to apply a discount code after the fact.

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    Jen Norman

    Thanks for the video, I can clearly see what I should do now!

  • Avatar
    Jen Norman

    Is there a way to edit a registration without having to create a new credit memo? E.g. someone paid their registration fee but hadn't paid the single guest fee (still owed $35). Now they aren't bringing their guest, so I have to remove that charge from the registration, but they hadn't paid the fee yet so there's no money to return.

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    Kinsey Mahan

    Hi Wendy - Deleting a submission will NOT automatically void the invoice associated. You'll want to separately void the invoice before or after deleting the submission.

  • Avatar
    Kiri

    Is there a way to export submission information such as sessions selected, optional activities, meals, etc. per registrant? We'd like to be able to use this information to generate name badges with their itinerary included. Additionally, is this information included in their event registration summary email?

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