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Trying to figure out offline payments

Posted: May 1, 2014 at 9:02 pm

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Joan Mershon

May 1, 2014 at 9:02 pm

The majority of my customers will be registering for a class on the website, then paying via PayPal. However, I have a few others.

I get a fair amount of direct pay (cash in the office) folks – so I need to manually register them for the class. I want to put in their information, they count towards capacity, and get the confirmation email (and ticket if we use it). I considered using invoice or check settings – however then there is the issue with the other type of customer. I get a LOT of people who say they want the class, but then never pay for it or show up. I don’t want these folks to get a confirmation notice, ticket, or anything that may confuse them into thinking they actually have a reserved seat. I have visions that if I try using the check/invoice option they will do that, get something that looks like they have a seat, then show up without paying. That leads to unhappy customers and aggravation all around.

Any ideas?


Dean

May 2, 2014 at 1:59 am

Hi Joan,

Cash customers can be added via the admin area (hover over the event name in the Event Overview, click attendees. Then click add attendee at the top).

It will automatically add them, count them as Completed and send out the emails.

You could still use the Cheque or Invoice gateway and make sure the “Send registration confirmation emails before payment is received?” option in the General Settings is set to NO.

That way they would not receive a notification email.


Joan Mershon

May 2, 2014 at 6:55 am

That was the answer I was looking for. Registration starts next week and I am really looking forward to seeing this in action.


Dean

May 2, 2014 at 7:07 am

No problem!

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