Recording Offline Payments
To create an offline payment; payments made by cash, check, bank transfer, etc.
Go to Event Smart > Registrations and click the Shopping Cart icon to visit the transaction for a registration (🛒)
or
Got to Event Smart > Transactions and click the ID, Date or Shopping Cart icon to view the Transaction details (🛒)
Scroll to the Transaction Details 🛒 section under Payment Details and select the "Apply Payment" button.
Clicking Apply Payment will open a modal window with the following options:
- Payment Date - The date the payment was actually made on
- Amount - The amount of the payment
- Method of Payment - hether the payment was made via PayPal, Credit Card, Cheque, or Cash
- Transaction ID /Check # (used for your reference/notes) - The Transaction ID sent back from the payment gateway, or the Cheque #
- Payment Status - Whether the payment was approved, cancelled, declined or failed after submission to the gateway
- Purchase Order or Sales Order number - The Purchase or Sales Order Number if any (optional)
- Notes/Extra Accounting - An extra field you may use for accounting purposes or simple notes. Defaults to the primary registrant's registration code.
Registration to Apply Payment to: All/Just the Following Registrations. Selecting All will apply the changes to all registrations that are included as part of the transaction or selecting individual registrations will change only those registrations to the new status you select.
Note: Event Smart only considers Approved registrations as officially registered and count against the event capacity.
- Change Registration Status? - If you wish to change the status for the registrations selected above, then select which status from this dropdown.
- Send Related Messages - By default a payment message is sent to the primary registrant after submitting this form. However, if you check the "Registration Messages" box, the system will also send any related messages matching the status of the registrations to each registration for this transaction.
When done making changes, click "Apply Payment" to record the offline payment.