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Invoice & Check Payments in Webex Events Registration
Invoice & Check Payments in Webex Events Registration

Let registrants pay offline via cash, check, or another medium

Daniel Murphey avatar
Written by Daniel Murphey
Updated over a week ago

After you've set up Webex Event Registration, there are a variety of additional settings to enhance and configure the registration experience. One of these is the option to let registrants pay offline with the 'Invoice' and 'Check' payment options. If you activate these, registrants can select them on the Payment step of registration.

Screenshot showing the Credit Card, Pay by invoice, and Pay by check options in a registration flow.

Activate offline payments

In your Event or Community navigation bar under ‘Registration', click Settings, click Payments, then Scroll down to the 'Additional Payment Options' section.

Click the toggle next to one of the options to activate it. Once 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.

Lastly, 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.

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 the options you activated. The optional description text you entered in the previous step appears below each option. After registrants select either Invoice or Check and complete registration, they receive an automatic confirmation 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 via 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.

Screenshot showing the Credit Card, Pay by invoice, and Pay by check options in a registration flow.

💡 Keep in mind, there's no service fee or 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 you to mark the payments as received once they pay you.

💸 Until an order is marked as paid, attendees won't receive an email containing their tickets, they won't be synced to your Event App or Community, and they won't be able to use Webex Events Onsite to check in at your event.

To mark an order as paid, simply go to the Orders page and locate the order by browsing, filtering by status, or searching for a name. Click the Settings () icon next to the order and select Mark as Paid.

Screenshot of the process just described.

A confirmation modal appears with a warning that the action can't be undone. Click Yes to finalize.

Screenshot of the Confirmation modal.

The registrant's status will now appear as Complete, and they'll be able to access your Event App or Community. ✔️

Pro tips! 😎

  • You can refund check or invoice payments!

  • Use our emails feature 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.

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