If you have offline payments enabled to allow registrants to opt for a non-credit or debit form of payment, you'll need to let the system know once you receive their payment so they can have their confirmation QR code issued. Here is how to do so:
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Locate the Transaction
To complete an Offline Payment, from the Pages screen, hover your mouse over Reports
Select Transactions from the dropdown
Filter the status by Pending Offline to make searching easier
Search the name on the registration and click the eye icon next to the registrant you'd like to complete the offline payment for
Click Complete
Add Offline Payment details
Select Complete by Offline Payment
Enter a Reference Label
Check the box to mark that you understand that updating the transaction cannot be undone. once you mark the Transaction Complete, it is unable to be revered back to Pending
When ready, click the Complete Transaction button
NOTE: You also can choose Complete by Card Payment if they later decide instead of an offline payment, they'd like to pa via credit or debit card. Completing an Offline Payment by card will void the original Pending Offline Payment and record a new card transaction for this registration.
You also can Void the Offline Payment and cancel the registration if needed too.
Updated Registration
The registration status will now be updated from Pending Offline Payment to Completed and the Transaction Method will show as Offline with a Completed status. If you chose to add a note, that will display down below as well.
Send an Offline Payment Reminder Email
If you are approaching a deadline that Offline Payments are due, you can go into the transaction and click Send a Reminder to remind the registrant to send in their Offline Payment. Clicking Send a Reminder will open an email address to the recipient where you can plug in a custom message and your instructions, etc.
To send an an Offline Payment reminder email, from the Pages screen, hover your mouse over Reports
Select Transactions from the dropdown
Filter the status by Pending Offline to make searching easier
Search the name on the registration and click the eye icon next to the registrant you'd like to complete the offline payment for
Click Send Reminder
FAQ's
Q: When is the $0.99 fee applied?
A: The $0.99 fee is applied for Offline Payments when the original registration takes place and the status is set as Pending Offline Payment.