Balance

The Balance tab displays balance due and any payments made for a selected Attendee and allows you to manually adjust the balance by entering a payment received.

For example, if you are receiving both checks and credit cards, use the Adjust Balance form to enter in the check information and the amount received so you can reconcile payments received.

Attendees are confirmed when payment is received. For attendees who are paying by check, or some other form of off-line payment, a confirmation email is generated to the attendee after you enter their payment information on this form.

To add a payment:

• Enter a payment description
• Enter an amount
• Select 'Adjust'
• Your change should appear in a box to the right

Note: The 'Current Balance' displays the amount due. When you add a payment it should be a positive amount to reconcile the amount due. DO NOT enter in a currency sign.

To make a Refund:

If an attendee paid by credit card - you can refund them if they cancel. 

• Click the "Refund" button next to the payment on the right
• The full amount is the default refund - but if you want to partially refund them, change the amount in the Amount field.
• Leave the TxId field as is.  Change the Description if you wish.  
• Click Adjust