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.
This article will also walk through how to void an offline payment if a registrant never sends in their payment.
Note: To track offline payments in RedPodium, offline payments must be enabled, and the registrant must have already submitted their registration and selected to pay via offline payments. To learn how to enable offline payments on your registration page, click here.
Jump to....
Complete an Offline Payment
Pro Tip: Users can filter their registrations by status to locate all registrations that are in a Pending Offline status. To do this, use the Status filter box next to the search box to find all Pending Offline registrations.
To complete an offline payment, hover your mouse over the Reports tab in the top menu bar
Select Transactions from the dropdown
Search for the registrant's name, order number, or billing email in the search box
Click the eye icon next to the registration you want to complete
Click Complete
Select Complete by Offline Payment
Enter a Reference Label
Add a custom Confirmation Message to send to the registrant (if desired)
Enter any admin notes (if desired)
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 reversed back to Pending
When ready, click Complete Transaction
NOTE: You also can choose Complete by Card Payment if a registrant later decides that they would like to pay 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.
Once you complete an offline payment, the registration status will update from Pending Offline Payment to Completed. The Transaction Method will show as Offline with a Completed status. If you chose to add a note, that note will display below as well.
Void an Offline Payment
If a registrant doesn't submit their payment, you can void their registration. This will update the status of the registration in RedPodium, and open up an additional spot for your event if your event has a limited supply. Here is how to void an offline payment in RedPodium.
Hover your mouse over the Reports tab in the top menu bar
Select Transactions from the dropdown
Search for the registrant's name, order number, or billing email in the search box
Click the eye icon next to the registration you want to void
Click Complete
Select Void
Check the box to mark that you understand that updating the transaction cannot be undone. Once you mark the Transaction Void, it is unable to be reversed back to Pending
When ready, click Refund Transaction
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. When you click Send a Reminder, an email field will be opened, where you can enter a custom message, instructions on where to send the payment, etc.
Pro Tip: Users can filter their registrations by status to locate all registrations that are in a Pending Offline status. To do this, use the Status filter box next to the search box to find all Pending Offline registrations.
To send an an Offline Payment reminder email, hover your mouse over the Reports tab in the top menu bar
Select Transactions from the dropdown
Search for the registrant's name, order number, or billing email in the search box
Click the eye icon next to the registration to which you want to send a reminder email
Click Send Reminder, and send your email from the email field that opens
FAQ's
When is the RedPodium fee applied to offline payments?
The RedPodium fee is applied for Offline Payments when the original registration takes place and the status is set as Pending Offline Payment.