Payment instructions

Payment instructions

Payment instructions provide your users information on how to pay using an offline payment method.

You can view your payment instructions by going to Settings -> Payment settings.

For example, in your payment instructions you might have:

"If you are not paying online, please mail a check issued to Organization ABC to this address: XXXXX"

Event Payment Instructions

Note that for events there are two places where the Payment Instructions can be specified:

1. Global - In Settings -> Payment Settings -> Payment instructions -> For events - use this to set a default payment instructions that will be copied into a newly created event
2. For each event - In <Event> / Registration Types - When a new event is created, Global event payment instructions are copied in here. You can adjust it from here with the event specific details. These instructions are specific to each event and can be included in the event confirmation email(s) using the email macro "Event_Payment_Instructions", see Event Registration Types and Customizing event emails.

Member applications and Renewals Instructions

• These instructions are meant for membership applications, renewals and ad-hoc invoices
• Ad-hoc invoices refer to manual invoices that you generate, see Issue manual invoice

Profile Instructions

• Profile instructions appear in the Invoices & payments page during the registration workflow and in a users profile.
• These are generic instructions which allow you to provide further details about your payment method.