Modifying an existing payment transaction

The following help doc will explain when and how you can modify a payment transaction that has already been recorded on an attendee's registration.

If a registration does not yet have any payment transactions or only has a partial payment transaction and you need to modify the payment amount to charge the attendee, then please refer to the help doc that covers Modifying an outstanding payment amount.

Received as an Automatic Online Payment

Received as a Manual Online Payment

This applies to any existing payment transaction that was processed online manually using a credit or debit card during a manual registration or upon receiving the payment instructions from an attendee who registered online but did not pay during their online registration. These payments are entered manually by you or one of your approved team members when you add a manual registration or when you are add a manual payment to an already existing registration.

For accuracy and security reasons, it is not possible to edit these payment transactions in any way. If the payment was made in error or needs to be modified in some way, then a full or partial refund needs to be processed.

Received as a Manual Offline Payment

You have the ability to modify such an existing offline manual payment by deleting it and then re-entering it again as needed. This is most commonly required if the payments were entered incorrectly, such as choosing the wrong payment method to associate with the transaction or applying an incorrect amount. As explained in the section above, this will not apply to manually entered card payments on Corsizio, which are processed through Stripe.

To delete an unwanted manual offline payment entry, select the "Trash Can" icon visible on offline manual payment entries, as shown below. Before you delete the payment, be sure to make a note of any particulars, such as the exact amount and original date and time.

When you re-enter the manual offline payment transaction, it will show the date and time when it was newly entered and not the date and time of the original payment. If the entry is done on the same day, then it will still reflect the same date, just a different time. If your business practice needs to have the original date, you can enter it as a note in the field that shows the "Payment description" to explain when the original payment was received and why it was deleted. Either way, the Activity Log on the registration card will record that a payment was added on some past date, that a payment was deleted on some current date, and that a new payment was added again on some current date.