How to Turn On Pay Later
1. In the CMS Dashboard Go to Registrations.
2. Click on the the "setting" icon to open Registration Settings.
3. Under the Settings overview tab > Scroll to the Payments & tax section. and Check the box for "Offer 'pay later' at checkout."
Tip: In the Payment instructions field that appears, enter the details attendees should use to pay (e.g. bank account number, who to make the transfer to, or invoicing instructions).
4. Click Save settings at the top right to save the changes made.
How Pay Later Looks at Checkout (Attendee view)
1. The attendee fills in their ticket details and billing information as usual.
On the payment step, they're shown two options under "How would you like to pay?":
Pay now — Pay by card; registration is confirmed right away.
Pay later — Register now and settle by bank transfer or invoice. Registration is confirmed once the organiser records the payment.
If they select Pay later, they'll see the Payment instructions you set (e.g. "Use Bank Account: SCB10292") directly on the page.
2. After clicking Continue and completing checkout, they land on an Order Received confirmation.
They also receive a confirmation email with the order reference, ticket type, amount due, and payment instructions, with their order marked Awaiting Payment.
How to Configure the Pay Later Mailer
1. Go to Registration → Mailers.
2. Click on "Pay later" to set up pay later mailers.
3. Click on "Manage" to manage the Mailer.
4. Here you have option to edit the pay later mailer such as adding fields, editing the content etc.
5. You have the option to send a test mail and check the mailer before actually sending it to the attendees.
How to Approve a Pay Later Order
1. Go to Registration → Orders.
2. Click on the Awaiting Payment filter tab to see all orders still pending payment.
3. Find the attendee's order and click the "…" menu on the right. Select Mark as paid to confirm the order, this updates their status from Awaiting Payment to Complete and finalizes their registration.
Alternatively, if the attendee doesn't pay, select Cancel order to release the seat.