Converia Manual
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  • 🚧Under Construction
  • Converia at a glance
  • Glossary
  • General
    • A new event in Converia
      • Create a new conference
      • Central settings and individualization
        • Conference name, location and date
        • Header, logo and visibility
        • Contact information
          • General contact
          • Registration contact
          • Contact person for submission and review of papers
        • Central form settings for entering personal data
        • Mandatory information (General terms and conditions, Imprint, Privacy policy)
          • Add and link terms and conditions (GTC)
          • Add and link a privacy policy
          • Add and link imprint
    • Your own Converia website
      • Article
        • Add and edit article categories
        • Add and edit articles
          • Types of articles
            • Create articles with Rich Text Editor (RTE)
          • Article languages
      • Page structure
        • Create and edit folders
        • Create and edit pages
          • Page templates
          • Action names
          • Page content and modules
            • Restrict the visibility of page content
          • Page link
      • Structured data
      • Media
      • Link the organizer's external website
    • Email communication from Converia
      • Create and send emails
        • Send vouchers by email
        • Send link for password reset
        • Send link to participation confirmation
        • Send account information for (imported) persons
      • Send emails from the booking list
    • Archiving conference data after an event
  • Attendees
    • Setting up the registration
      • Checklist: Have you considered everything before starting the registration?
      • Activation of the registration
      • Inquiry of interest before the start of registration: Pre-registration
      • Basic setup of the registration
        • Request of attendee-data in the registration process
          • Standard form fields
          • Custom fields for all persons
          • Custom fields for certain groups of persons
        • C3 - The login area for attendees
        • Methods of payment
          • Simple customization of existing payment methods
          • Creating new payment methods
          • Special case: Free participation as a payment method
          • Enable and restrict payment methods for persons and countries
          • QR-Invoice
        • Free events without invoices
        • Providing the booking confirmation before or after receipt of payment
          • Providing the booking confirmation: Only for paid invoices
          • Providing the booking confirmation: Never
          • Providing the booking confirmation: Upon confirmation
        • Individual information texts and additional information in the registration process
          • Customized content on the final page
      • Create the offer overview
        • Tips for working in the offer wizard
        • Create offers and their structure in the offer wizard
          • Extended configuration options for categories
          • Extended configuration options for offers
            • Additional mail attachments and mail texts for certain offers
          • Define dependencies between offers
        • Price groups (types of participation)
        • Extended configuration of price groups
          • Mail attachments for certain price groups
        • Define registration periods
        • Questions and answers
          • Overview of answer links
          • Hide/deactivate offers automatically
          • Additional queries within offers
          • Editing questions, answers and links
          • Clean up answers
        • Set contingents
          • Set contingents for offers
          • Set contingents for booking options (answers) within offers
          • Display utilization of contingent offers in the frontend
          • Deposit total contingents across all offers
          • Deposit contingent for early bird discounts
          • Set up waiting list for fully booked offers
        • Restrict the visibility of offers
        • Map offers for accompanying persons
        • Hotel bookings for attendees
        • Mapping tax rates
          • Create new tax rates
          • Mapping different tax rates within one offer
        • Reverse charge in the booking process
          • Reverse charge setup
          • Reverse charge procedure in the front end
          • Reverse charge procedure in the backend
      • Create templates for invoice, booking, participation and payment confirmation
        • Set up invoice document
        • Set up booking confirmation
        • Set up confirmation of participation
        • Update attendance confirmation
        • Set up payment confirmation
      • Cancellation terms
      • Vouchers
        • Configure types of vouchers
        • Create and manage vouchers
      • Lists of participants for organization and information
      • Create surveys for participants
    • Manage persons and attendees
      • Language of a person
      • Find and synchronize duplicate personal entries (duplicate synchronization)
      • Persons in papers – author addresses vs. main address
      • Import people into Converia
        • Reviewer Import
        • Members
          • Configure matching criteria for member lists
      • Optimal overview of the registration status: customize the dashboard display
      • Managing bookings and invoices
        • Create new bookings
        • Create new invoice
        • Update invoices
        • Cancellation at a glance
          • Cancel an invoice
          • Cancel a booking
          • Editing or canceling booking options
            • Edit an offer
            • Charge a handling fee and show it on the invoice
        • Change invoice recipient or billing address
        • Insert additional information on individual invoices
        • Complete incomplete booking in the backend
        • Add to or edit booked offers
          • Adjust price group retroactively
          • Adjust payment method retroactively
          • Add a voucher retroactively
        • Exchange participants in a booking
        • Export invoices
        • Extended statistics
      • Managing payments in Converia
        • Send payment reminders (dunning letters)
        • Change payment method of participants
        • Make backdated payments
        • Make a credit card payment in the backend
        • Enter payment or credit memo for an invoice
        • Payment exports
        • Accounting interface
      • Import bookings into Converia
        • Create predefined shopping cart
        • The booking assistant
    • 👨‍💻Speaker Mangement
    • 👨‍💻Check-In on site
      • Payments on site for ticketing customers
      • Set up self-service
      • Configuring the scanner for on-site use
  • Papers
    • Configuration of paper submission
      • Configuration of abstract submission
      • Custom frontend submission text
      • Paper topics
      • Forms of presentation
    • Configuration of reviewing process
      • Activation, phases and deadlines
      • Define review criteria
      • Revision of the paper by the submitter
      • Test of the review in the frontend
      • Create reviewers and assign topics
      • Assign papers to reviewers for review
  • Tips for reviewers: How to review many papers faster
  • Ticketing-Processing with Converia
    • General information
      • Distribution of attendees' funds
      • Who is responsible for cancelations or rebookings?
      • Cancellation or rebooking costs
      • Test bookings
      • Send payment information for (subsequent) payment
      • Contact details
  • ADMINISTRATION
    • Rights management for Backendusers
    • Data cleansing in Converia
    • Create subsequent subportal (language)
    • Adding Custom Fields
    • Adding new Payment processors
    • Converia APIs
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On this page
  • 1. Enter incoming payment
  • 2. payment by credit card (“online payment”)
  • 3. Enter credit notes (refunds)
  • 4. Canceling a payment
  • 5. Additional payment costs

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  1. Attendees
  2. Manage persons and attendees
  3. Managing payments in Converia

Enter payment or credit memo for an invoice

Management -> Attendee Registration -> Invoices

PreviousMake a credit card payment in the backendNextPayment exports

Last updated 6 months ago

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When using the Converia payment processing service (ticketing), the Converia team will take care of these processes.

1. Enter incoming payment

To post the incoming invoice amounts manually, select the desired invoice and click on the Payments tab. Click on Add entry to open an overlay where you can fill in the requested fields: reference code, external reference, date and payment received. These can be found on the invoice or, alternatively, can be freely selected.

When the payment is deposited, an optional email with a payment confirmation can be created, edited and sent by checking the Mail when saving checkbox.

The e-mail will be sent immediately when you click on Save.

You can access the payment confirmation by clicking on the blue document symbol (Fig. 1, point 2). You can also remove the entry by clicking on the delete symbol (Fig. 1, point 1).

2. payment by credit card (“online payment”)

  • The credit card payment is actively set up and the interface allows for a backend payment (if you have any questions about this, please contact the support team).

  • You have the credit card details for the credit card to be charged.

For data protection reasons, you are not allowed to have participants provide you with their credit card details.

However, the form of credit card payment in the backend described here can be used on site at check-in for outstanding payments.

3. Enter credit notes (refunds)

The amount to be refunded can be seen on the (now overpaid) invoice.

Once the refund has been carried out, it can be entered in Converia by entering the amount to be refunded as a negative value as amount. At this point, the cancellation function is not used!

The payment status of the invoice is then rebalanced.

4. Canceling a payment

The cancellation function for payments is reserved exclusively for incorrect bookings or transferring a payment to another invoice.

This function is for internal use only and cannot be followed by participants.

  • Payments that have already been booked can be canceled using the orange delete symbol (Fig. 1, point 1).

  • Cancellations can only be made for the total amount.

  • A reason for cancellation must be given. When you click on Save, the canceled payment is listed under Cancellations.

  • If necessary, the comment function can be used to make payment cancellations easier to understand.

5. Additional payment costs

For all payment methods, e.g. for bank transfers or credit cards, additional payment costs can also be specified. These appear as a separate item on the invoice.

  • A fixed amount with the corresponding tax rate can be manually entered as additional payment costs in the Payments tab (no entry = tax-free).

If an and a credit note or refund is to be issued, proceed as follows to book a refund.

However, if variable additional for certain payment types in the institution, these can also be automatically adjusted when the invoice is changed:

invoice is canceled
payment costs that depend on the invoice amount have already been configured
Fig. 1: View and manage payments for an invoice
Fig. 2: Entering a payment
Fig. 3: Overpaid collective invoice with canceled participant
Figure 4. Entering a credit note
Fig. 5: Automatically adjust additional payment costs