Creating new payment methods

Configuration -> Attendee Registration -> Methods of payment

If the payment methods stored in Converia are not sufficient, it is possible to create additional payment methods.

Fig. 1: Creating a new payment method
Fig. 1: Creating a new payment method
  1. Set payment processor

    • If a new payment method is to be set up, you must first check whether the required payment processor already exists.

    • Converia provides some payment processors as standard.

  2. Define internal description

    • The internal description is only visible in the backend.

  3. Set payment period for the payment method

    • The start date and end date are used to control the period in which this payment method should be available (applies to frontend and backend).

    • It may be helpful not to offer bank transfer shortly before the start of the event, as it cannot always be guaranteed that payment will be received in time for the start of the event.

  4. Invoice mailing active/inactive

    • Immediate invoice email delivery should always be active. The deactivation of this option is reserved for special scenarios and should be discussed with the Converia Support beforehand.

  5. Enter any possible fees for the payment method

    • If required, fees can be set that apply to this payment method.

    • Fee type and activity types (fixed amount or percentage share of the invoice amount) refer to the payment fee.

    • Independently of this, payment fees can also be stored manually for each invoice.

  6. Assign a name for the payment type in the frontend

  7. Assign explanatory text to the payment method in the frontend

    • Explanatory text for frontend payment selection affects the display of a note on the payment method for the person making the booking.

  8. Enter payment method-dependent information about the issue on the invoice

    • Additional text on invoice is below the items is payment method-dependent information on the invoice.

    • Example: In case of using the payment-method bank transfer, the payment term, the intended purpose and the bank details should be entered here.

  9. Checkboxes: Active & Visible

    • Has no effect on payments already made.

    • All payment methods required for the event should be marked as Active.

    • The checkbox Active determines the availability of the payment method in the frontend and backend.

    • The Visible checkbox controls the visibility of the payment method in the frontend.

Parameter

These are important additional information for certain types of payment methods.

Fig. 2: Parameter
Fig. 2: Parameter

The parameters are used, for example, for installations in which several conferences are managed at the same time in order to specify to which group/company/etc. the payment-processor should assign the booking amount to. Adding parameters should be reserved for the person who is responsible for system administration and has been trained to do so, as this is where important settings for payment transactions are made.

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