10/21/2016

Looking Up a Purchase and Reissuing a Receipt

WEBINAR: Understanding Pricing, Price Groups & Payment Schedules

Looking Up a Registration, Reservation or Membership and Reissuing a Receipt

Sometimes your constituents will call the office to ask for a duplicate ticket or receipt. For example, a customer might have accidentally entered the wrong email address, so the purchase isn’t associated with their logon account. Even if the customer has forgotten the event that they registered for, or think they entered the wrong email address, Doubleknot makes it possible for administrators to locate their registration and reissue the receipt. Here are the general steps:

1. In Event Management or Member Management, click Registration Search at the top right of the page. The Registration, Reservation and Membership Search page is displayed.
2. Enter any identifying information that the customer can provide. For example, if they don’t remember what they registered for, you can still locate their purchases by entering their last name and the date range in which they think they made the purchase.
3. Click Search. Purchases that match the criteria will be displayed in the panel below the search criteria fields. If the customer’s purchase isn’t displayed, try entering different criteria.
4. When you locate the purchase, click View Payments. The Payment Details page for the purchase will be displayed.
5. Click Issue Receipt. A duplicate receipt will be displayed.
6. Check the email address at the top of the page.

• If the email address is correct, click Send.
• If the email address is not correct, enter the correct email address and then click Send.

Searching for a purchase by customer last name and a range of purchase dates.
Click View Payments to start the process of issuing a new receipt. (Click the image for a larger view.)

Payment Details for the selected purchase. Click Issue Receipt to view and resend the receipt.

WEBINAR: Understanding Pricing, Price Groups & Payment Schedules

Doubleknot offers complete control over how prices are presented to your customers and how your customers can pay for their purchases. Please join us for a fact-filled webinar on Tuesday, November 8 at 2 PM Eastern/ 11 AM Pacific where we'll thoroughly cover every aspect of pricing and payments including: 

• Using price groups to display only the prices that are relevant for the selected registrant types 
• How to schedule price changes in advance (especially helpful for facility reservations)
•  Setting up payment schedules so customers can pay in installments.

Webinar: Understanding Pricing, Price Groups & Payment Schedules

Date: November 8, 2016
Time: 2 PM Eastern / 11 AM Pacific