This article will cover the topic of managing partial payments on additional registrations.
In order for a registration to be marked "Complete," it must have processed through a form all the way to the Confirmation page (or be marked "Complete" by a system user). This includes additional registrations. When adding an additional registration, the primary registration needs to continue on to the Confirmation page of the form in order for the additional registration to be marked as "Complete."
When partial payments are allowed, the form does not continue through to the Confirmation page until the "Balance Due" is zero. Because of this, additional registrations will not be marked as "Complete."
How to Manage Additional Registrations so That They are Marked as "Complete"
- OPTION 1: Manually mark additional registrations as "Complete," by reviewing the registrations and deciding who should be marked as "Complete" and who should remain as "Incomplete."
- You can create a custom report and group/sort by the "Primary Registration" field to group registrations together properly.
- OPTION 2: Separate out the Payment page from the Registration Form, and have two forms available - one to add additional registrations, and one to process payments.
- This would allow primary registrations to process through the Registration Form, entering in additional registrations and continuing through to the Confirmation page, making them all "Complete." Primary registrations would then process partial payments through a different form, which would allow them to not go all the way through to the Confirmation page without impacting the additional registration's "Complete" status.
NOTE: If you remove the Payment section, be aware that the Confirmation page is set to send out emails. This will send a confirmation email out to ALL registrations in the order - both primary and additional registrations. If you do not want that to happen, you should edit the Confirmation page to not send out an email and instead send it out via a Logic Rule (have the logic condition include "Is primary = Yes" to single out the primary registration).