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I have a bunch of event attendees who were marked "pending from pay later." Due to issues with their accounting departments we didn't have cheques by the time of the event, but since they are trustworthy partners we allowed them to attend. I updated the participant statuses to "attended" so we could send thank-you letters, but now they are all marked as having paid. This is going to take a lot of manual work to confirm if anyone has yet to pay.

For the immediate concern: is there a way to check for participants with payment type "check" and "check number" blank?

Is there a way to prevent this from happening in the future? Ideally, participant status and contribution status would be independent, especially from the bulk update window, or I could be prompted with a "Would you like to mark the contribution as complete as well?"

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Ben -

To your immediate question, you should be able to use the search builder (Search > Search Builder) to search for payments where the check number is empty (or null - it might be safest to search both ways).

You didn't indicate your version of Civi but it is usually possible to update participant status without recording payment - I doublechecked this quickly on the 4.5 demo site by searching for participants and selecting "Change Participant Status" from the actions menu; when I changed the status to Attended from Pending from Pay Later, no payment was recorded. (Thinking ahead, you may want to add a different status to distinguish users who attend without paying, so you can easily find them later for collecting payment.)

Hope this helps, Lesley

  • Thanks Lesley, we're on 4.6.4. I'll try the search you describe. For future cases we could add another status to make things easier. I think I was looking at the wrong view for the payment as well. – Ben Jul 24 '15 at 12:02

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