Modifying an existing payment transaction
The following help doc will explain when and how you can modify payment transactions that have already been recorded on attendees' registration panels.
If you are looking for help with how to modify the payment amount that you need to or want to charge an attendee on an already existing registration that has no payment transactions yet or already has one or more partial payment transactions, then please refer to the following help doc: Modifying an outstanding payment amount.
Automatic Online Payments
Manual Online Payments
This applies to payments that are processed manually by credit or debit cards online through Corsizio. These payments are entered manually by you or one of your approved team members when you are adding a manual registration or when you are adding 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.
Manual Offline Payments
You have the ability to modify such a payment by deleting it and then re-entering it again correctly. This is most commonly required if the payments were entered incorrectly, such as choosing the wrong payment method to associate with the transaction. As explained in the section above, this will not apply to manually entered card payments on Corsizio.
To delete an unwanted manual offline payment entry, select the "Trash Can" icon that is visible on manual offline 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.
