After you create your first paid ticket in Webex Events Registration, you gain access to several payment settings at the bottom of the Tickets page. Two of these options are the Invoice and Check payment options. When a registrant selects one of these options during checkout, they receive an automatic confirmation email with an invoice. After you receive payment and mark the order as paid, attendees can access your Event App and check in with Onsite.
Let's explore how to set up offline payment options and how they work in practice.
Access payment options
If you have not published Registration yet, visit the Tickets page and scroll down to find payment options.
If you have published Registration, click Settings in your Event navigation bar, then click Payments.
Activate offline payments
Click the Check or Invoice toggles to activate them. When active, both options have three boxes that can be checked:
Add optional instructions to the Confirmation email adds the text you enter in the field below to the confirmation email registrants get after checkout.
Send invoice to purchaser sends the invoice to the person who paid for the ticket(s).
Add optional instructions to the invoice adds the text you enter in the field below to the invoice that's attached to the confirmation email registrants receive after placing an order.
Enter an optional message of up to 200 characters in the text field. This is a great place to tell people where and how to pay after they complete registration.
Click Preview PDF Invoice to review your changes from the attendee perspective.
When you're done, click Publish Changes.
Offline payments in practice
When registrants reach the 'Payments' step of registration, they can choose 'Credit Card', 'Invoice', or 'Check', depending on whether you connected a Stripe account and which offline payment options you activated. The optional description text you entered, if any, appears below each option.
After registrants select either 'Invoice' or 'Check' and complete registration, they receive an automatic email with an invoice.
💡 Keep in mind, if you've added any custom confirmation messaging or call-to-action (CTA) buttons to the confirmation email in Registration Settings, that information also appears in the invoice and confirmation email. If your Event App has an Event Code and you include it in the custom confirmation message, unpaid attendees may enter your Event App before they pay the invoice.
💡 Keep in mind, there's no processing fee for invoice or check payments. The total amount due is always the ticket price plus tax (if applicable).
In the Webex Events platform, registrants who selected invoice or check are listed with 'Not Paid' as their ticket status.
Mark an order as paid
When someone registers for your Event using the invoice or check option, it's up to coordinate payment with the attendee and then mark their order as paid after they pay you. 💸
Until an order is marked as paid, attendees won't receive an email containing their tickets, they can't log in to your Event App, and they won't be able to use Webex Events Onsite to check in at your event.
To mark an order as paid, start by opening the Orders page.
Locate the order by browsing, filtering by status, or by searching for a name.
Click the Settings (⋯) icon next to the order.
Select Mark as Paid.
A confirmation modal appears with a warning that the action can't be undone. Click Yes to finalize.
The registrant's status will now appear as 'Complete', and they'll be able to access your Event App. ✔️
Pro tips! 😎
You can refund check or invoice payments!
Use our Emails functionality to easily send people email reminders to submit payment.
Now that you know all about offline payments, read our article about managing orders to learn about refunds, cancellations, and more.
Questions? Chat with us or email support@socio.events.