How to Create a Unprocessed Offline payment on an Exhibitor Invoice

How to Create a Unprocessed Offline payment on an Exhibitor Invoice

If you want to manually add an offline form of payment method such as Check, but the payment has not yet arrived, create an unprocessed transaction.

  1. Click Dashboard
  2. Click Exhibitor module
  3. Click Manage button
  4. Click on row the Exhibitor appears on
  5. Click Payments in horizontal menu, select Add Payment

  6. Select which items are going to be paid i.e. Company Items or Company and Staff Items, if unsure, select Company Items
  7. On the far right side, click the Select Payment Method button

  8. Click the Other Payment button

  9. If you have the information, complete the payor name field on the screen and set Mark Payment as Processed to No and set Email Company on Payment as No (or set to yes for Email Company on Payment if you want an invoice sent to the Company admin)

  10. Click the Submit Payment button. This will create an 'unprocessed check' transaction on the invoice. When the check arrives, you may then process the payment as received. Refer to: https://support.x-cd.com/portal/en/kb/articles/how-to-process-an-offline-payment-from-exhibitor