Managing Event Booking Transactions

Event booking transactions can be managed within the Memb.rs administrative area.

Go to the Events section and select the event that you wish to manage.

Select the Bookings tab

If bookings have been made then a table of each booking will be shown.

Select the booking that you wish to amend, this will open the booking details for that booking.

Transactions

In the Transactions section a list of all transactions for the booking will be shown, detailing the payment method, date/time, amount and status.

Update a Transaction

If your payment options have at least one offline payment method then any payments received (such as by bank transfer or cheque) will need to be recorded in Memb.rs to accurately reflect receipt of these payments.

Press the Update button to record the payment received.

A new window will appear whereby the payment can be added.

• Add a description for the transaction
• Add the amount received
• Select the appropriate payment method
  • If your client configuration has Stripe enabled and the member has a saved credit or debit card then this can be charged against
• Add the date and time the payment was received

Press the Submit button to save the updated transaction.

The transaction will be updated in the booking.

New Transaction

If a members booking has been updated within the administrative area, such as adding a guest to a booking, then a transaction should be created to reflect the difference in the amount the member originally paid compared to the current total.

Carry out the steps shown above in the Update Transaction section, with the difference being that this transaction should have a description that reflects the new transaction reason.

An example is shown below.

The transaction will then be added to the booking.

Please note - the booking total shown on the left hand of the booking details page does not currently reflect the additional transaction amounts.

Transaction Refunds

Transaction refunds cannot currently be self-managed from the administrative area.

Contact [e-mail] to cancel the transaction(s).

Details required are:

• Event name
• Member name for the booking
• If more than one transaction exists in the booking then the date/time and amount of the transaction

For online methods you will also need to go to your payment providers administrative webpage (eg Stripe or GoCardless) and update/cancel the transaction there.