After you've set up your Registration event in the Socio Platform, there are a variety of additional settings and enhancements you can configure to customize the registration experience. One of these is the option to let registrants pay offline with the Invoice and Check payment options. If you enable these, registrants can select them on the Payment step of registration.
Let's take a look at how to configure and manage these offline payment options. 👀
Enable offline payments
Hover over the Settings tab, click Payments, and then scroll down to the Additional Payment Options section at the bottom of the page.
Click the toggle next to one of the options to enable it. Once enabled, both options have three boxes that are checked by default:
Add optional instructions to the Confirmation email - Adds the text you enter in the field below to the confirmation email that's sent when the registrant completes the registration process.
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 which is sent when the registrant completes the registration process.
Lastly, you can 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 send payment after they complete registration.
To see what the invoice will look like, click Preview PDF Invoice. When you're done, click Publish Changes.
That's all there is to it! Let's see how it looks to registrants.
Offline payments in practice
When registrants reach the Payments step of registration, they can choose Credit Card, Invoice, or Check (if enabled). The optional description text you entered in the previous step appears below each option. When registrants select either Invoice or Check and complete registration, their confirmation email will include only an invoice.
⭐ Keep in mind, there is no service fee or processing fee for invoice or check payments. The total amount due is always ticket price + tax.
On the Orders, Attendees, and Check In pages of your registration event, registrants who selected invoice or check are listed with Not Paid as their Ticket Status.
Now let's take a look at marking people as paid and issuing refunds. 👇
Mark an order as paid
When someone registers for your event using the invoice or check option, it's up to you to mark the payments as received once they pay you. 💸
⭐ Keep in mind, until orders are marked as paid, attendees won't be added to a linked Socio Event or Community or receive a confirmation email with their tickets.
To mark an order as paid, simply go to the Orders page, and locate the order by browsing, filtering, or searching. Now click the Settings (⚙️) icon next to the order, and click Mark as Paid.
A confirmation modal will appear 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 synced to any connected Event/Community. ✔️
Pro tips! 😎
You can refund offline payments!
Want to easily send people email reminders to submit payment? You can use our emails feature to do that.
Now you know all about offline payments. Check out our article on managing orders to learn about refunds, invoices, and more.
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