Managing payments in Converia

Management -> Attendee Registration -> Invoices

An important piece of information in conference participant management is the receipt of payments from participants. If the payment processing service (ticketing) has been booked through Converia, we regularly update the payment information for transfers, refunds, etc. This is done automatically via the payment interfaces during the booking process for credit card and PayPal payments.

If this service is not used, there is the option of either importing payments in bulk or manually posting individual cases.

Additionally, there are various tools in Converia that help you manage payments.

• payment exports

• Send payment reminders

• accounting interface

Useful filter functions for payment management

By using and combining the filters for payment method (available payment types), status (refers to the invoice status – valid, canceled, etc.) and payment status (refers to the payment – open, overpaid, etc.), the desired information can be displayed.

Additionally, it can:

• The invoice number range to be displayed can be defined (number range).

• A search can be carried out for a reference code. This always refers to the reference code of the payment (Fig. 2).

Fig. 1: Filter options in the invoice overview

• Then filter to see whether the invoice is in the processing status, i.e. whether it is up-to-date or not (invoice document is up-to-date).

• Use the date reference to limit invoices either to the period of the invoice issue (attachment) or additionally to the time of the last changes (attachment/change).

Fig. 2: Cover for the 'Reference code' field