In this scenario, the user does not want to use the payment system you have in place and would like to pay you offline. This can be beneficial in cases where you are dealing with cash payments/scholarships/funding grants where you want the user show up in the registration list but the payment is handled offline.
Here is the high level flow:
- Send your users an invitation to register on their email
- They complete the registration process without making any online payments
- Their name appears on the registration list and you can manually record a payment for them (check, cash, e-transfer etc) and mark their order status as complete
You are responsible for collecting the payment from the user.
Here are the steps:
1. Select the type of program you are looking for
2. Click into the specific session for which you want to add a registration
3. Click on the "Registrations" tab
4. Click "Add registration"
5. Enter the name and email of the user to send a registration invite
6. Click "Send invite"
This sends an email to the user which contains a link to complete the registration process. It includes entering the name of the athlete, date of birth, accepting clauses and waivers etc.
7. This is what the user sees in the final step of registration
The user has to agree to a checkbox that says they will pay you offline
8. Once they agree to that, they can complete the registration
No payment is collected by the platform.
9. You see the registration with payment status as pending on your end
Once the user completes the registration, it shows up on your list with the payment status as pending
10. Click "Reg. info"
You will be able to manually record a payment
11. Click "Payment info"
12. Once you receive the offline payment, Click "Record a payment"
Enter the amount, type and add any comments
13. Click "Record payment"
Recording the payment confirms the transaction
14. Click "Mark order as complete"
This will set the status of the order as paid.
Since the payment was not completed on the platform, any refunds will have to be handled manually outside the platform.