How to: Record an Offline Payment

1

Navigate to Account

Navigate to the "Accounts" page (link) by clicking "Accounts" in the navigation menu. Then select the Account for which you wish to record an offline payment.

2

Click to record an offline payment

Open the "purchases" tab. Locate an outstanding purchase in the data grid. Click the "record offline payment" button at the end of the row.

A purchase must exist in the Account's cart to be able to take an offline payment. The Account Owner may add items to their cart themselves or you may use the toolbar above the data grid to add desired Sessions, Registration Categories, and custom invoices manually.

If an Account Owner adds item to their cart themselves, it will be subject to a 30 minute expiry. It is advised that if offline payments are desired, the items are added to the Account by the administrator.

3

Review details

Review the details of the purchase.

4

Submit

Click "submit" at the bottom of the popout to record the offline payment. After the popout closes, the following will occur:

• The Account owner will receive a welcome email if any Sessions were included in the purchase

• The purchase will be marked as completed (and removed from the cart)

• Members will be marked as fully registered to any associated Sessions and/or Registration Categories

• Amounts that are owed to other Organizations will now appear in your Accounts Deliverable report

• Amounts that are owed to you by other Organizations will appear in your Accounts Receivable report