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


    • Related Articles

    • Configuring or Editing the Payment Settings Screen

      Invoice Header/Footer Information Click Dashboard Click into the corresponding module e.g. Attendee or Exhibitor or Ecommerce Store Click Settings button Click Settings in horizontal menu Select Payment Settings Scroll down to Invoice Header / ...

    • How to Refund a Full / Partial Payment?

      You may issue a refund directly through X-CD ONLY IF your payment processor is PayPal OR Authorize.net OR Moneris OR Stripe AND if X-CD has enabled refunding for your site. NOTE: For some processors, there may be a 24-hour waiting period and you will ...

    • How to Change the Balance Owing Amount on a Check?

      Click Dashboard Click Attendee Module Click Manage button Located on the right side of the screen, in the Search field, enter the first few characters of the Attendee First or Lastname Click the Manage button for the Attendee Click Payments in the ...

    • 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. Click Dashboard Click Exhibitor module Click Manage button Click on row the Exhibitor appears on ...

    • How to Delete an Unprocessed Check / Wire Payment?

      Click Dashboard Click Attendee Module Click Manage button Located on the right side of the screen, in the Search field, enter the first few characters of the Attendee First or Lastname Click the Manage button for the Attendee Click Payments in the ...