59
l
TheThoneventsiteisalreadycreated
l
Creditsanddebitsarealreadysetup
Starting
point:
YouareloggedintoSphere.
TheSpecialEvents:KinteraThonEventspageisdisplayed.Ifnot,selectCommunities>
SpecialEvents>FriendsAskingFriends>KinteraThon.
1.
Highlighttheevent’snameandthenselectBookkeeping.TheBookkeepingpageopens.
2.
ForEditTransactions,clickManageInitiativeRecords.TheManageInitiativeRecordspageopens.
3.
ForShowMe,verifythattheParticipantsoptionisselected.
4.
Searchfortheparticipant,orclickShowAlltodisplayallparticipantsoftheThonevent.
5.
ClickEditfortheparticipantforwhomyouwanttochangecreditsordebits.TheEditParticipantpage
opens,andtheGeneralInformationtabisinfocus.
6.
IntheMiscellaneousCreditsandCurrentBalancefields,takenoteofthevaluesdisplayedinthosefields.
Youwillneedtoverifythisinformationlaterwhenyouchangetheparticipant’screditordebit.Ifthese
fieldsdonotappearonthescreen,thismeansthatacreditordebitwasnotinitiallyappliedtothe
participant’srecord.
7.
SelecttheApply/EditCredits&Debitstab,andthenperformthefollowingstepsifyouwanttoapplya
creditordebit:
a.
ClickAdd,andthenselectthedebitorcreditintheChooseFromfield.
b.
ClickSave.Awindowopens,informingyouthatthecreditordebitwasupdated.
8.
ClickCloseWindowandrefresh‘EditParticipantInformation’.
9.
Ifnecessary,clickRetryinthepopupwindow.
10.
VerifythatthenewcreditordebitisaddedtotheApply/EditCreditsandDebitslist.
11.
SelecttheGeneralInformationtab.
12.
VerifythatthecreditordebitisaccuratelyreflectedinMiscellaneousCreditsandCurrentBalance.
} ReverseatransactionusingeventBookkeeping
Usethisproceduretoreverseatransaction(forexample,gift,payment,orordersuchaspurchaseand
registration).Youcanperformafullorpartialreversal.
Youmayneedtoperformafullreversalif,forexample,aparticipantcannolongerattendyoureventora
donationwasmadeinerror.Afullreversalremovestheparticipantordonorfromtheeventbutnotfromthe
database.
Youmayneedtoperformapartialreversalif,forexample,aparticipantmadeadonationduringevent
registrationandwouldliketochangethedonationamount.Apartialreversaldoesnotremovetheparticipant
fromtheevent.
Note:TheChargebackfeatureinSphereisfororganizationsthathavetheirownpaymentprocessor.Thecard
holder’sbankmustreversethetransaction.Instructionsforperformingachargebackarenotincludedinthis
procedureorothersectionsintheonlineHelp.
Prerequisites
134
C
HAPTER
2