How to Process Payment by Check / Cheque / Wire Transfer

How to Process Payment by Check / Cheque / Wire Transfer

  1. Click Dashboard
  2. Click Attendee Module
  3. Click Manage button
  4. Click Filter By Status - dropdown box, then Select Pending
    NOTE: Registrations in Pending are those who have indicated payment by an offline method (i.e. non-credit card payment type).
  5. Click the Manage button for the Attendee
    • OR located on the right side of the screen, in the Search field, enter the first few characters of the Attendee first or Lastname, then Click Manage button for the Attendee
  6. In the horizontal menu,
    1. Click Payments, select Manage Payments (if payment is in FULL)
    2. Click Edit beside the item being paid for
    3. Click Process Payment as Received button located on the right (this will not auto-trigger a payment confirmation email to the end user)

OR

    1. Click Payments, Add Payment (if this is a PARTIAL payment)
    2. Click Other Payment
    3. In the Add Other Payment screen, update the payment details such as amount, Payor, Reference Number
    4. Set Mark Payment as Processed to Yes  
    5. Set Email Attendee on Payment to Yes (this will trigger a payment confirmation and a copy of the invoice to the end-user)
    6. Click Submit Payment


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