Bank Transfers

What happens when a registrant choose bank transfer as payment method?

They receive an automated 'order complete email' with full instructions of how to pay by transfer and a copy of the order in PDF. Another copy of the order in PDF is immediately available to download from their web accounts.

Once payment is received, how do I record / confirm this payment?

Once payment has been received the order's status must be changed from "Pending" to "Confirmed".

1. In the left hand menu navigate to Orders >> Orders Dashboard.
2. Click on the red Record Payment (RP) button on the relevant order.
3. Fill out as appropriate
4. Click confirm. The order of the status will be updated to confirmed.

The registrant will receive an automated 'order confirmed email' and see their order payment status updated when they log into their account. 

To create an invoice, click on the Generate Invoice (In) button. This invoice will be also be immediately available on the registrant's account.