Change payment method of participants

Management -> Attendee Registration -> Invoices

Changing the payment method for an invoice may be necessary for a variety of reasons.

Typical reasons for an adjustment are:

• For participants who paid by credit card, a follow-up booking is made in the backend and this should be paid by bank transfer.

• Change a chargeable booking to a non-chargeable booking (and vice versa).

• Participants retrospectively request a change to the method of payment.

Changing the payment method changes the information text on the invoice below the items. For example, the bank details and the payment terms are then added here for transfers. It is also an important filter criterion in the invoice overview, for example, to display all free participations.

Fig. 1: Changing the payment method in the invoice details

To customize the payment method, proceed as follows:

1. Open the invoice you want.

2. In the invoice details, select the desired payment method in the Payment field.

3. Do additional fees apply or are they waived with the new payment method? Then check the box next to Automatically adjust additional payment costs?

4. Regardless of this, individual additional payment costs can also be charged.

5. Save and update the invoice.