# Use Case: Offline Payment Setup in Event

## Use Case: Offline Payment Setup in Event

## **How organiser set up offline payment method inside portal?**

1. The "online" option is the default setting. It will be available if a stripe account is associated to your event, registrants can pay via credit card.
2. The "offline" option will be an optional setting, and require organiser toggle on inside portal.
3. Fixed Title: Offline Payment (eg. bank transfer/ check)
4. Payment Description (Editable with formatting), such as:\
   -Bank (Recipient Name/ Account Number)\
   -Check Information (Recipient Name)\
   -Entry will not be granted if payment is not settled before X days of event.\
   -Confirmation will be sent after X day of payment submission.
5. Required text fields, such as:\
   -Reference ID\
   -Payment Date\
   -Payment Account ID
6. Payment Deadline Set Up\
   Reference:

![](/files/ZhryCuGHGB7hM6V6lJR3) ![](/files/mymWLQY1nGD6sfHQ26zR)

## **How attendee select offline payment on registration form?**

1. Options:\
   -Online Payment\
   -Offline Payment (eg. bank transfer/ cheque)
2. Payment Description with highlighted payment deadline
3. Submit Registration\
   Reference:

![](/files/WEoFxn69vhnISycu735e)

![](/files/D2t3LFLNoVI8nyRVeGdG)

## **How attendee upload payment record?**

After registration submitted, there will be 2 entry for attendee to upload record.\
Entry 1: Copy and save the **order magic link** from Registration Thank You page.\
Entry 2: Receive an auto triggered offline payment reminder email, with the **order magic link** inside.\
Inside order portal magic link, you can:

1. directly view the order with offline payment, without login step
2. view the ticket purchaser email address, payment description and organiser contact information
3. upload the image (format & max file size), submit once only4. enter text fields required by organiser, such as Reference ID, Payment Date, Payer Account ID
4. see the thank you page (with organiser contact) after submission
5. see the payment overdue page after payment deadline

## **How organiser review offline payment record inside portal?**

Organiser can review record offline payment received from participants, e.g. if they send you payment by cheque or by bank transfer. To record reception of an offline payment, with these steps:

1. Go to Ticketing > Order Page
2. Filter Payment Method "Offline" and Payment Status "Completed", "Uploaded", "Pending Upload"\
   Other fields:\
   a. Order DateTime\
   b. Ticket Purchaser Email Address\
   c. Payment Method - Online/ Offline\
   d. Transaction Status - Pending/ Successful/ Offline Transaction/ No Payment Required (Free Ticket)e. Payment Status - Completed/ Pending Payment/ Overdue (Offline Payment only)\
   f. Offline Payment Proof - image submitted by registrants/ edit to another record (only display the latest image, need to contact EventX team to get the previous record)\
   g. Other text fields in order magic linkh. Confirmation Email Sent Time\
   i. Offline Payment Approval (Offline Payment only) - Approved/ Pending\
   ![](/files/DI53D1thIP4xsA1xuX6K)
3. Approve Offline Payment after viewing the proof, support single approve/ bulk approve.
4. Reminder on sending a confirmation email to approved ticket purchaser.\
   ![](/files/HvlujCev6CrZYxOokPej)
5. Once sent, ticket purchaser will appear on attendee list, with an updated Confirmation Email Sent Time6. If not send now, you can choose to send from attendee list.
6. You can also resend from attendee list.

## How organiser handle the incomplete offline payment registrants?

Organiser need to contact registrants separately to follow up, and upload in Order Page to update the payment proof.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://eventx-hq.gitbook.io/knowledge-base/registration-and-ticketing/payment/use-case-offline-payment-setup-in-event.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.