Managing Attendee Payments and Transactions

Within the Payment area of your Attendee's profile within the EventMobi Registration platform, you will find three different options: 

Payment Details: All transactions can be entered or modified as needed

Payment Documents: Documents issued regarding the attendee can be viewed or downloaded (i.e. invoices)

Transaction Timeline: All logged payments will be displayed in a comprehensive timeline

Handling Refunds

Within the Payments area, you will also have the option  of logging any refunds that were applied towards an attendee's payment. 

  • Select the Refund option
  • Enter in the Refund Amount
  • Adjust the Registration Status if appliable
  • Enter the Date and any relevant Notes  related to the refund

Attendees that have overpaid, will be represented with an Overpaid tag in the EventMobi Registration platform. Once the appropriate refund has been processed, the status will automatically adjust to remove this tag from the attendee's profile. If the refund amount is higher than the payment amount, the transaction will be marked as an Overpayment

Note: Refunds will need to be be processed directly from the payment gateway that you are using. The Refund option in EventMobi Registration is used to log any refunds that you have applied to accurately reflect the payment status and/or the amount that is still due. 

Handling Transfers

When needed, funds can be transferred from one attendee to another - even if they are across different events. As with refunds, this process is meant to help you in keeping track of payments rather than actively moving monetary funds from the platform. Adjustments to the payments themselves will need to be completed in the payment gateway that you are using, however the Transfer option within  your EventMobi Registration site will ensure that you are accurately logging any over and underpayments that may apply to your attendees.