Payments

Track your ticket sales for your event in real-time, your revenue received, pending revenue, and creating manual payments. Have up-to-date charts and reports in .xls with dates, values, and discounts.

How do I access the payment screen?

By accessing the payments feature under Marketing > Tickets > Payments you will get the following information:

• ID: Unique ID associated with the payment.
• Tracking ID: Unique tracking code associated with the type of financial transaction
• Person: Name provided by the attendee for billing.
• Username: Column with the username provided by the attendee at the time of purchase.
• Date: Date of purchase.
• Type: Type of payment.
• Status: Status of ticket purchase.
• Subtotal: Purchase value without deduction.
• Discount: Discount value of the purchase (if applicable).
• Total: The total amount paid by the attendee after discount (if applicable).

How can I configure my company's payment details?

To configure your company's payment details which will appear in the manual invoice, refer to this article.

How do I create a manual payment on the platform?

This section will explain how event admins can register a manual payment for participants on the platform with or without generating an invoice.

Creating a manual payment without generating an invoice

To create a manual payment without generating an invoice, complete the following steps:

1. Click on the Create payment button in the Payments page.
2. Enter the following details associated with your attendee in the Create payment pop-up box:

• Full name
• Username
• Email
• Password (optional)
• Ticket type
• Amount of ticket

1. Click Create to finish adding the manual payment.

Creating a manual payment and generating an invoice

To create a manual payment and generate an invoice for the payment, complete the following steps:

1. Click on the Create payment button in the Payments page.
2. Enter the following details associated with your attendee in the Create payment pop-up box:

• Full name
• Username
• Email
• Password (optional)
• Ticket type
• Amount of ticket

1. Tick the Generate invoice for payment checkbox. Fields associated with your attendee will be displayed.
2. Enter the following payment details associated with your attendee:

• Company name
• Company tax ID
• Address line 1 & 2

1. Click Create to finish adding the manual payment and generating the invoice.

Previewing an invoice before creating a manual payment

You can preview your invoice and send the preview before registering your payment by clicking Preview invoice in the Create payment pop-up box. A new pop-up box will appear displaying a preview of your invoice.

Once you are done previewing your invoice, simply click on Cancel or press the close button.

To send the invoice preview, click Send preview. In the following pop-up box, select the recipient of the invoice preview and click Send preview.

The invoice preview will be sent to the recipient's email address.

Integrating other payment options

You can access the payment integration options from the Settings button in the top right corner of the Payments page. If you want to enable or disable each option, toggle the switch next to them.

You can use payment integrations powered by Paypal, Wirecard, Stripe, and Authorize.Net. To learn more about them, click the links below:

• Paypal
• Wirecard
• Stripe
• Authorize.Net

Emails related to the payment process

When you are selling tickets for your event, the participants will receive 4 different emails that will be deducted from the email credits:

• The admission email: Even though is likely that the Approval requirement and the Waitlist requirement are deactivated from the Registration form settings, from the moment the users submit their form until the payment gets processed, the user will be temporarily listed under the Waitlist whichever payment gateway is selected. Therefore they will receive at first the admission email.
• We are waiting for your payment: During the process to accept payment, an email will be sent to inform the user that it is under analysis. An example of this email can be seen in this article.
• Your payment has been confirmed/ Your payment has been denied: Regardless of the method of payment that has been used, once the process is over the user will receive one of the emails informed that is confirmed or denied.
• The confirmation email/ The rejection email: The user will receive one of the emails depending on the payment status, if it has been confirmed then the confirmation email. If the payment has been denied then the rejection email will be sent.

How to perform searches and filters on the report

You can perform searches and filters on the report for quick sales queries.

To search for names, e-mails or by the user of a buyer, click the Search button in the top right corner.

To filter by payment type, dates, or payment status, click the Filter button in the top right corner.

You can view the payment data through a list by clicking on the View payments as list icon on the top left corner.

Highlighted in the image below:

Or you can view them by graphs per ticket, by groups or by specific lists. To do this simply click on the icon View payment statistics on the left side of the top menu.

Highlighted in the image below:

You can also extract reports in xls format. with data pertaining to each purchase and each buyer. To do this you will click the Edit button in the top right corner.

Then press the Report button in the top left corner.

 You will receive the file via email or you will have the option to download it by the platform itself.

How do I resend a receipt?

Once a payment has been authorized, you will be able to resend the invoice receipt to your attendee if you need to. To do so, click the blue arrow to open the attendee's payment details, then scroll down until the Payment information section and click the blue Re-send receipt button.

You will see a popup window. Click Send to confirm.

Once the receipt has been sent, you will receive a confirmation message as shown below:

Can I extract a report?

Yes, you can extract a report on all payments. Simply click on Edit > Report at the top left corner of the page. An excel sheet will be sent to your email once processed.