Simple customization of existing payment methods

Configuration -> Attendee Registration -> Methods of payment

In general, the standard payment methods are already configured and only need to be adjusted slightly.

Fig. 1: Configuration of a payment method

1. Check date and adjust if necessary

   • Make sure that the payment method is no longer available for bookings made in the backend after the End date. To hide a payment method exclusively in the frontend, the Visible checkbox (Fig. 1, point 6) can be deactivated instead.

2. Define any payment fees for the payment method

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

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

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

   • Name in frontend affects the display of the payment method for the person making the booking in the frontend (Fig. 2).

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

   • Explanatory text for frontend payment selection concerns the display of a note on the payment method for the person making the booking (Fig. 2).

5. Enter payment method-dependent information issued on the invoice

   • Additional text on the invoice is below the items are payment method-dependent information on the invoice (Fig. 3).

   • In the case of using bank transfers, for example, the payment term, the intended purpose and the bank details should be entered here.

6. 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.

All other settings can generally be left unchanged, since they are pre-configured.

Fig. 2. Selection of the payment method

Fig. 3: Hint on the invoice depending on the payment method