Editing the participant registration as an administrator

How can I edit the registration of a participant as an administrator?

Please be aware that ConfTool has two different invoicing modes as explained here:
Different invoicing modes of ConfTool Pro

At the bottom of your ConfTool page, you can easily identify the mode you are currently using (see image).

If you use Mode A please refer to the first answer .
If you use Mode B please refer to the second answer .
You can find general information about both modes at the very end of this forum post.

MODE A

Please remember that actions that you carry out here will have an influence on the original invoice. Before you carry out any changes, print out the original invoice or save it locally, because saving the new registration form will overwrite the existing invoice in the system and it will no longer be available!

Please go to the list of participants:
Overview => User and Participant Management => List of All Registrations for Participation
… and in the right-hand column "Action" click on "Edit Registration" in the right-hand column (see image).
Then continue to edit the particpant's registration.

If you want to create a new invoice number, please go to the section "Administrative Data (only visible to admins and assistants)" and tick the checkbox of the option "Generate new Invoice Number". Alternatively, you can manually enter a new invoice number. But remember: There is always only one invoice stored for each participant in ConfTool.

MODE B

The process is similar in Mode B in case you want to add or delete an event in the participant registration.

Please go to the list of participants:
Overview => User and Participant Management => List of All Registrations for Participation
… and in the right-hand column "Action" click on "Edit Registration" for the particpant whose registration you want to edit (see image 1).

In Mode B, please go to the section "Update Mode for Current Transactions (Invoices)" first and choose a setting for the option "* Update Mode" (see image 2):

• Create an extra invoice for added items and try to leave the current transaction(s) unchanged.
  -> Use this setting if you want to create an additional invoices for any added items or events.
• Update the latest transaction (Invoice XXX) if possible.
  -> Use this setting if you want to overwrite the existing invoice with new data.
• Cancel all original invoices with corrective invoices (credit notes) and create one new transaction (invoice).
  -> Use this setting if you want to cancel the current invoice(s) of the participant and create one new invoice with the current booking.

Once you have made your choice, continue to edit the participant registration.

- - -

In case you want to add a partial or total discount, please modify the corresponding transaction(s).

Please go to the list of transactions:
Overview => User and Participant Management => List of Transactions (Invoices)
… and in the right-hand column "Action" click on "Edit Transaction" for the transaction you want to edit (see image 3).

You have two options (see image 4):

• Change the details for a particular event
  Please go to the event that you want to edit.
  In the column "Unit Price" you can directly enter a new amount for the event.
  In the column "Discount" you can specify a percentage by which the amount should be reduced.
• Add an extra fee or credit to the transaction
  Please go to the section "Extra Fee or Credit" at the end of the page.
  Enter a negative amount for an extra credit or a positive amount for an extra fee.
  

GENERAL INFORMATION

It is probably a good idea to inform the participant about the changes directly after you have made them. Just use the button "Save Participant Data and Send a New Confirmation Mail" to send automated messages with the new information.

In the new registration e-mail, on the invoice and in the user account, the participant will directly see the new amount due, and in case payments have already been made, the missing amount will be clearly displayed.

The missing amount will be automatically calculated for all credit card gateways, PayPal and Stripe so that participants will simply have to click the payment button again to finish all transactions.

Likewise, any excess payment will be clearly visible on the documents. Take a look here to get more information about reimbursements:
Reimbursing payments via PayPal, Stripe and other online credit card payment gateways

Please note that participants usually cannot edit their registrations themselves as registrations should be binding. You can find more information here:
Allow participants to edit their bookings in the registration for participation