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EB FRegistration - dependent on PMF paid link

  • lcabezas
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1 month 3 weeks ago #178045 by lcabezas
Hi Tuan,

Is this possible? We have both PMF and EB on two sites. 
We would like EB registrants to pay (first) particular dues, which are located in PMF on another site. The PMF is standalone, and people can pay there anytime. 
We have a particular field to identify each users. We can put those in both EB and PMF. Also, we use auto-fill up of their registration and payment form from a link we send them individually. 

We don't have user accounts on those sites.

Appreciate if you can advise.

Regards,

Lito

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1 month 3 weeks ago #178047 by Tuan Pham Ngoc
Replied by Tuan Pham Ngoc on topic EB FRegistration - dependent on PMF paid link
Your setup seems complicated and I do not understand, sorry. Why can't you just allow users to pay directly via EB?

Tuan

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1 month 3 weeks ago #178048 by lcabezas
Replied by lcabezas on topic EB FRegistration - dependent on PMF paid link
That's because we have other payment forms there that we also process.

This is for a non-profit organization. They usually pay different fees on PMF like:
Annual Membership Dues
Subscription to paid Newsletter
Post-graduate course fees
Other payments

Occasionally, they have an organization convention where we use EB. This is usually open to members and non-members (don't use PMF)
Members usually need to pay membership dues - sometimes they pay ahead of time.

Now, when they register for the convention (via EB), they must confirm whether they have paid membership dues before paying the convention fee. If not, they can't proceed unitl they have paid.

Both EB and PMF have been used for a long time and have a history of events that are needed. 

We also have webhooks that logs all these transactions for them to view all their history in one view.

I hope it's clear.

Regards.

 

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1 month 3 weeks ago #178073 by Tuan Pham Ngoc
Replied by Tuan Pham Ngoc on topic EB FRegistration - dependent on PMF paid link
It is still not very clear to me exactly what you are trying to do here. Look like you want that when someone registers for an event in EB, they need to makes payment using Payment Form before for certain form? Need more details information so that I can understand your requirement to see if it is doable

Regards,

Tuan

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2 weeks 3 days ago #178400 by lcabezas
Replied by lcabezas on topic EB FRegistration - dependent on PMF paid link
Basically, this is what we have. 

PMF - for payments of all sorts of receivables, like Membership Dues, Exam Fees, and other payments. PMF payment list is also being used for reference of all payments they've made.

At the same time, we also have EB being used for Registration for Events. Like Annual convention and pre-convention.
One requirement that we have for them before they can register for the convention is that they should have paid their membership dues using PMF. If they haven't paid that, they can't proceed with EB Registration. 

While it is possible to include in EB, we won't be able to show their payment in PMF list of their transactions.

We have certain custom ID field that we use to identify them - like membershipID. 

Hope, this is clear and you can suggest a solution.

Regards,

Lito
 

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2 weeks 2 days ago #178403 by Tuan Pham Ngoc
Replied by Tuan Pham Ngoc on topic EB FRegistration - dependent on PMF paid link
Hi Lito

Still need to understand more about your requirement and setup. For example:

- What events require membership before user can register ?
- How to determine if someone already paid for membership (via information from payment records in PMF)
- Will they need to enter something on event registration form to prove that they already paid for membership ? Or they are all logged in and we will just need to check payment records data from his account.... ?

Anyway, this is not something configurable and will require some kind of custom development

Regards,

Tuan

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