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Reviewing Pending Approvals

The Pending Approvals Summary is where you track sales that need payment before they're finalized. Once those payments come through, everything automatically updates—the revenue hits your event payme…

Jon Doehling
Updated by Jon Doehling

The Pending Approvals Summary is where you track sales that need payment before they're finalized. Once those payments come through, everything automatically updates—the revenue hits your event payment totals and the attendees get properly registered.

Sales appear in your event reporting as soon as a contributor indicates they want to purchase, but payments and attendee records won't be created until payment is actually received.

Finding Pending Approvals

When you've got sales waiting on payment, a Pending Approval (X) button shows up automatically on your Contributors screen. The number tells you how many households have outstanding sales. No pending sales? The button stays hidden.

What You'll See in the Summary

Click that button and you'll get a breakdown of everything waiting on approval:

Financial & Attendance Totals

Right at the top, two numbers are highlighted in red:

  • Total Due: The dollar amount for all pending sales combined
  • Admissions Pending: How many new contributor records will be created once these payments go through

The Household Grid

The grid organizes everything by Billing Owner (learn more about billing contacts and households) so you can handle entire families at once:

  • Approval Required: Every package or donation waiting on payment—package number, title, and cost
  • Admissions Pending: The number of event attendees tied to those specific sales
  • Contact Info: Name and email for the billing contact

Taking Action

You've got two options for processing these items directly from the grid:

Review Activity

Click the Edit (Pencil) icon to open the contributor's record and see their full activity history. This is helpful when you need context before reaching out.

Click the Link icon to open the Payment Link tool. Once your customer pays through that link, the sale gets approved and any associated admissions are automatically created—no manual work needed.

If a sale belongs to a household member who isn't the primary Billing Owner, you might be asked to move the sale to the Billing Owner first. This keeps everything grouped correctly on a single invoice.

Handling Denied Purchases

If a purchase is denied and won't be completed, you'll need to manually delete the sale from the contributor's record. This ensures your event totals and reporting remain accurate.

Creating and Sending Payment Links

Delay Payment for Review

/getActivity API call

How did we do?

Releasing Accepted Tickets Back to the Host

Sponsored Admission Tickets

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