Help! Entering Unconfirmed gifts

Katharine George 2

I have a teamraiser team that paid for 93 registrants. We wanted to enter the registrants but have their reg fee listed as unconfirmed (because the check was from the company). We set the batch ID and started entering new people and completing their registration form. There is no way (that I can see) to check the gift as unconfirmed. Now I have 50 of the 93 that have gifts hard credited to their account. I don't know how to fix them without refunding each and every one. Please, any help would be so welcomed!

 

Brian Mucha

I think you're going to be refunding. AFAIK only offline gifts can be unconfirmed.


What you can do here to speed things up is pull a transaction report for your new registrants. Be sure to include the transaction Id.


Now when you do a refund, pay attention to the URL.


https://secure3.convio.net/cmf/admin/TransactionAdmin/558560779?pop=t&actId=refund_don_reg&tx_id=192902&pg=action


The big 5558 number is just my session id, so you can ignore that. And tx_id is the transaction id. You have a spreadsheet with 50 tx_ids that need refunding.


So add a computed column to your report with this formula and fill down (assuming your tx_id is in col B.)


=HYPERLINK(CONTATENATE("https://secure3.convio.net/cmf/admin/TransactionAdmin?pop=t&actId=refund_don_reg&tx_id=", B2, "&pg=action"), "Click me")


Now you should have 50 links. Click each one and you are right on the refund screen. You could refund them all in 10 minutes.


EDIT: You are going to have a slightly different URL of course. Your server number and three letter client id will be different. https://secure#.convio.net/###/

Brian Mucha

I would also do a registration upload rather than imput them all manually.


Once you do that, you could also do a gift upload for the registration fees, and set them as unconfirmed. They would technically be gifts rather then reg fees though. The gift upload will require all of their cons_ids, which you could pull in a registration report.

Katharine George 2

Brian Mucha:

I would also do a registration upload rather than imput them all manually.


Once you do that, you could also do a gift upload for the registration fees, and set them as unconfirmed. They would technically be gifts rather then reg fees though. The gift upload will require all of their cons_ids, which you could pull in a registration report.

Thank you so much. I work more in RE so this is newer to me.