Our Learning Management System allows you to take payments from delegates to book onto a course.
When you select the Payments it will open a Payment screen which will open in the event or occurrence you were in and show the appropriate payment information.
Payment History
On this page, you can view the full payment history of all attendees for all events. There will be a table listing the event name, location, date, attendee name, the amount they paid, the reference, the date of payment, whether there has been a refund or not and if so the refund amount and comment.
You will notice that some information in the table is colour coded. These
colours act as a visual aid to help you identify any issues.
All booking cancelled and no refund issued will be marked in red, if a refund has been issued it will be marked in lilac
Receipts are held against the delegate under "Your Payment History"
Payment searches
At the top of the page is a search functionality that allows you to filter the results by Event, Occurrence, Group and date range and cancelled booking. Start by selecting your preferred event, then click the Filter button and a drop-down menu will appear under the Occurrence heading for you to select your preferred occurrence. This will help narrow down the results if you are looking for something.
How to add cancellations
Within the table, you will also see an Edit button on the right-hand side. This is where you update any cancellations.
Clicking that a delegate has been refunded does not automatically refund
them.
You must do this manually by logging into your payment gateway system and
refunding there.
The refund check in this area of the Phew Events System should only be ticked to confirm on your records that a refund has been given.
delegate.
- Click the Edit button, a small box will appear at the top of the page with fields for the payment reference, refund amount and comment.
- To input a comment:
- Tick box to select whether there has been a refund or not.
- To edit the information simply click in the box and enter the correct information
- Click the Edit Payment button at the bottom so that your changes are saved.
Still, looking for further information?
Email us at support@phew.org.uk and we will be able to give further clarification on any questions.