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  • 1.  Submitting payment for a large group

    Posted 03-27-2020 13:52
    I have an organization that has sent payment by check for a group of 33 attendees.  I would like to know if there is a way to submit payment for the amount owed for the entire group and mark all those accounts as paid at once.

    I can sort the "Inviteees & Registrants" by the organization name and check the box next to the name of each individual who would be marked as paid offline, but I don't see any place to take that action.

    Years ago, while using RegOnline I was able to do this, so I would think there would be a way. Any tips?

    Genie
    #Flex-Creating/ManagingEvents

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    Genie Siedler
    Executive Director
    Alaska Society For Technology In Education
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  • 2.  RE: Submitting payment for a large group

    Posted 03-27-2020 15:35
    I do this all the time by downloading the Invitee Balance report and then sorting that spreadsheet (I use Company); then deleting the rows that I don't need (people that haven't sent a check yet). I then edit the spreadsheet so I can upload it under Invitee Management>Offline Payments. I use the First Name, Last Name, Email columns and I change Company to Note (that's my preference so I can see under each invitee's payment who the check was from. Then I add the following columns: Reference # which is the check number, date and payment type. Of course, it's the same for each person so it's a fast process. Once the spreadsheet is configured I import it to Offline payments. ​​​​​It's so much faster than adding the check to each person's record.

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    Jayne Ferro
    Support Staff Specialist
    New York State United Teachers
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