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Author Topic: Registering a participant & recording a payment when payee is different  (Read 893 times)

GregoryHeller

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Registering a participant & recording a payment when payee is different
August 19, 2011, 06:32:34 pm
Subject does not say it all due to space constraints:
When a user registers him or herself OR someone else for an event, the payee (billing info) and the participant can be different. However when an admin registers a participant for an event and chooses to record a payment or process a credit card payment, there is no option to identify a payee other than the contact being registered.

This means that when a parent calls in to register her child for an event, the staff person taking the call cannot - on one process - register the child for the event and process the transaction of the payment with the parent's information.  If the staff person were to record a contribution and process a credit card transaction separately, the payment would not show up associated with the event registration.

Am I missing something? has anyone else come across this? should i file a bug or feature request?

This is in 3.4.4

Donald Lobo

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Re: Registering a participant & recording a payment when payee is different
August 19, 2011, 08:17:27 pm

In both cases, we do offer the option of a different "Billing First Name" and "Billing Last Name"

However i dont think we create a contact with that information, we just store it in the "address name" field if it is different than the current contact name (definitely for online, not too sure about offline)

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joanne

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Re: Registering a participant & recording a payment when payee is different
August 20, 2011, 06:33:05 am
The option of a different "Billing First Name" and "Billing Last Name" (and address)  is available if you are taking an off-line credit card payment using a payment processor, but not if you are recording a non-live transaction such as a cheque payment. (We  are still on 3.4.4 but I have just checked the demo site and there is no difference.)

It would be great to have the option of a different "Billing First Name" and "Billing Last Name" (and address) for non-live transactions such as cheques or direct deposit transactions. We are getting such payments from employers paying for more than one employee to attend a conference. They are sitting in the "too hard" basket at the moment,  because I don't want a receipt going out that gives the impression that the employee paid for themselves.  I don't mind the payment being recorded against the attendee, but I want the receipt that goes out to show that the employer actually paid.  (Some attendees will be able to claim a tax deduction if they have paid for themselves.)

How hard would it be to include the fields for different billing details on the event registration page for non-live transactions?  Is the data for live and non-live payments stored in the same table?  If so, the fields for different billing details would already exist. Then it would "just" be a case of exposing the fields on the registration page, saving any data stored in them and adjusting the off-line event receipt to show the the correct billing info.

Donald Lobo

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Re: Registering a participant & recording a payment when payee is different
August 20, 2011, 08:01:10 am

Its probably not too hard to do this. I suspect its a 10 hour or less project. Would be great if your org can get this developed and contribute it back to core

lobo
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joanne

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Re: Registering a participant & recording a payment when payee is different
August 22, 2011, 05:38:35 pm
We are still working at getting our main site online, but we will add this to the list of improvements we would like to make once that is up and running. 

In the meantime I have got around the issue by creating new payment instruments called "paid by 'Organisation name' Cheque #_____".  Not a very elegant solution I know but it works for us for this event.  We are actually invoicing and receipting the organisations for these multiple payments through MYOB and for this current event we will only have 3 or 4 organisations paying that way. 


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  • Registering a participant & recording a payment when payee is different

This forum was archived on 2017-11-26.