Once you have created an attendee record for the individual, you have the option of registering them for specific events they wish to attend, entering payment information, printing badges or email confirmation notice.
Enter a payment date for this attendee by hitting the space to enter today's date or clicking on the down arrow for a calendar. It’s a good idea to use the same payment date for all checks/credit cards that are deposited in the bank on the same day.
Enter a payment type for this attendee. For example, when you enter CK for check or CC for credit card, SAMS will automatically enter the exact paid amount for each event and create a separate transaction. If you enter PO in this field, SAMS will zero out the paid amount and create a balance for this attendee.
Enter a check or credit card number and expiration date.
Enter a check in the Group this attendee is registering for. The system will automatically put the events that are attached to the specific group below. The groups are setup in the Events screen. If you are not using groups, these will be grayed out. NOTE: Do not use the Group button if there is an outstanding balance for one of the events, since adding as a group automatically saves all the events showing full payment for each event.
SAMS will auto-fill this field based on the membership status of “A” for active or if the expiration date is greater than today and the default fee type assigned from the Meetings Info screen.
You have 2 options for the batch number. The first option, is that you may enter the batch number manually. The second option, is to let the system automatically enter a batch number when you run your accounting interface for the GL.
If you are not using the Group feature, enter the events numbers this attendee is registering. Click within the Event Grid to enter the first event and tab to complete quantity and amount paid (if less than the fee due). To enter additional events, click on your down arrow key to advance and enter next event number.
These fields are a summary of the attendees event amounts.
NOTE: When you enter a CK or CC in payment type, as well as the number and amount fields, SAMS has tracked the payment information for this attendee.
NOTE: SAMS will hold the previous payment information anticipating that multiple attendees might be paid with the same check. If this is not the case, you can type over this information. For this reason, you may want to sort your registrations in order of payment types: batch with checks for payment, batch with charge card for payment, and then purchase orders.
NOTE: Sometimes when you go to the Attendees Events tab and click within the event details grid, SAMS automatically adds a new blank line to enter an event. This is to assist in quick data entry. If you do not intend to enter an event, click onto the line of an event that was added previously. The blank line should disappear, but if does not then delete the blank line created.
NOTE: To delete an Attendee record, ALL Payments must be deleted first and then ALL events deleted second. After these deletions are performed, SAMS permits you to delete an Attendee record. Right click on the Attendee Event screen and choose Payments to delete one or more event payments.