The name of this report will be specific to the type of registration. For example, Sports Registration Transaction Detail or Event Registration Transaction Detail. In all cases, it is available in the Reports section of Registration Management for the activity type.
The registration transaction detail report displays:
- All online registration submissions received and allows you to confirm that an online payment has been received for each registration submission.
- Registration charges, credits (such as early bird discounts), fees (such as uniform fees), and the online payment amount for each submission and in total.
- Offline payment entries, if entered into Doodlio, which will not result in online payment transactions in your merchant account.
Important items to note:
- A line item entry that shows a value in the Online Payment column confirms that an online payment by credit card or eCheck was processed for that charge.
- A family can submit a single payment for multiple registrations. This will be reflected as multiple registration line items in the report and a single payment line item.
Running the Report
To generate the report:
- Select the report period
- Select the registration for which you want to report details
- Click "Run Report" to generate the report.
The report is organized by family, with the first row showing the totals for the family, followed by the transaction details (registration, payments, etc.) for the family in the selected registration.
Totals for the registration are shown at the bottom of the report.
How to Read the Line Item Details
The line item report includes details for payments, fees, disbursements, and withdrawals.
Charges | The amount you charged the family for registrations. This will correspond to the Price you entered when setting up the registration. |
Fees | Fees that you charged, such as a late registration fee or a uniform fee. Will also include charges that you manually applied to the family account. |
Discounts/Credits | Discounts that were applied, such as an early bird discount. Will also include credits that you manually applied to the family account. |
Offline Payments | If you recorded offline payments on the submission management screen (e.g. for payments received as cash or personal checks), they will be reported in this column. |
Offline Payment Voids | If you recorded an offline payment void (e.g. to record an NSF personal check), it will be reported in this column. |
Online Payments | The amount of online payments received from the family. This value is pulled from your merchant account on a realtime basis. |
Online Voids/Refunds | If you cancel or refund an online payment, the amount of the refund will be reported int this column. |
Due | If the family has a balance due or a credit balance, it will appear in this column. |
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