This article will present tips regarding chargebacks, adjustments, payments, and refunds.

When working with payments and transactions, there are a few things to keep in mind:

• The "Received" status of payments processed online cannot be changed. If the payment was canceled after the fact or the registrant's bank processed a chargeback, you would need to add a refund record to the registration to cancel the received payment.

• We are unable to delete any items on a registrant's transaction area. To properly report on transactions, items cannot be selectively deleted, only offset by negative charges.

• A payment cannot be made unless there is a balance due.

• A payment cannot be made for more than the balance due.

• A refund cannot be added unless there is an existing payment and the balance due is negative.

• Adjustments:

  • Credit: will add an adjustment payment record to the registration.

    • This should not be used in most situations, as it implies that money was received.

  • Debit: charge, either positive or negative.

    • To apply a discount: Add an adjustment of type "Debit" and have the amount be negative (example: -100.00).

• When an event and form are set to live, you can no longer use the test credit card details provided on the payment page.

  • To test a Live Transaction, you would need to create either an agenda item or attendee type with a $1 amount, which is the minimum and go through the form by entering real credit card details.