Registration Payments
To charge an individual
Note: Admins! To enter and process payments, users must have rights to manage participants, constituents, and gifts. For more information, see Events Security.
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On an event record, under Participants, select Work with participants, and then Change to constituent from the participant’s menu .
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Choose the person's affiliations with your organization and any start and end dates, such as for a volunteer term. For more information, see Constituent Codes.
Tip: To add additional affiliations, select Add another constituent code.
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Select Change to constituent.
Note: If you enter payment information from a participant’s record, you can change them to a constituent under Fees and payments.
Tip: Don’t see this option? Contact your system admin for rights to make this type of change.
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Choose who to add the payment to. You can add a payment from multiple places:
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From the participant's menu in the list of participants, select Add fees/payments.
Note: This option only appears in the menu if the participant is a constituent.
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On a participant's record, under Fees and payments, select Add.
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Select whether you are adding fees, adding payment, or adding both fees and payment.
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If you chose to add fees, enter the fee information. For more information, see Add a fee for a participant.
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If the participant isn't a constituent, you must first add them to your database. To make the registrant a constituent:
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Select Change to constituent.
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Choose their affiliations with your organization and any start and end dates, such as for a volunteer term. For more information, see Constituent Codes.
Tip: To add additional affiliations, select Add another constituent code.
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Select Change to constituent.
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Under Payment amount and Payment date, enter how much the participant paid and when. For example, if the participant paid full price for a discounted fee, update the amount.
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Under Contribution amount, the amount to use for the receipt appears. To update it, such as to include a donation above the fee amount, select Change contribution amount and enter the amount.
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Under Payment method, choose whether the participant paid with cash, check, or credit card. For more information, see Payment Information.
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To apply the payment toward fundraising efforts other than the campaign and fund associated with the event, select them under Campaign and Fund.
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Select Save.
Tip: Don’t see this option? Contact your system admin for rights to make this type of change.
To remove the link between a payment and a participant — such as if you inadvertently apply a payment to the wrong person — you can unlink the payment from the participant’s record. When you unlink a payment, you only remove the association between the payment and the event — you don’t delete the payment or the gift record that’s associated with the payment.
From a participant's record, under Fees and payments, Payment, select Unlink payment from the menu of the payment to remove.
Tip: After you unlink a payment, check whether the participant has outstanding fees. If so, add another payment in web view or link to a gift from the participant's record in database view.