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Invoice Details & Payment

 

When a registrant clicks "Register and Checkout" in the Event Details & Registration Widget, the Invoice Details & Payment Widget opens. From there, they can register and, if applicable, pay for the event.

  • Individuals can register themselves or multiple people for a paid event via the Event Details & Registration Widget. After selecting "Register & Checkout", they're taken to a 3rd party vendor to process their payment. Then, they're returned to the Invoice & Payment Widget confirming a successful checkout. Important: To use the Invoice Details & Payment Widget, you must work with one of our verified vendors. Check out the list of our verified vendors and, if you don't already work with one, reach out to get started.
  • Individuals can register themselves or multiple people for a free event via the Event Details & Registration Widget. They are taken to the Invoice & Payment Widget, confirming a successful registration without further action required.
  • After registering for free events, registrants see a Thank You message.
  • After selecting "Register & Checkout," the registrant has the opportunity to review their purchase, click "Make Changes" to edit their registration information, and click "Pay Now".
  • Clicking away from the Widget (other than "Make Changes" and "Pay Now") displays a browser prompt to warn against leaving the transaction incomplete.
  • Relevant Platform records are created, including: Event Participants, Invoice, Invoice Details, Payment, Payment Details, Form Responses, Form Answers, and Group Participants.
  • One hour after the registrant clicks "Pay Now", the Abandoned Invoice Cleanup process invokes a webhook to check whether the invoice has been paid.
    • If it has not been paid, the process sets the Invoice Status to "Cancelled" with the reason being "Invoice Abandoned by Registrant", and marks the associated Event Participant records as "Abandoned" to release the spots for other registrants.
    • If payment is received later, the process updates the Invoice record as "Some Paid" or "Paid in Full", and marks the Event Participant record as "Registered".

Sections

  • Registration Confirmation
  • Payment Confirmation

Actions

  • Review Registration Details: The registrant can review the details of their registration, including registrant names, details, sub-totals, and the invoice total.
  • Make Changes: Allows completed registration information to be edited without having to start over. A blank form displays to add another person, they can edit a previous registrant, or they can remove a registrant. Note: This option only displays for paid events, and is only available if no amount has been paid on an invoice yet and no promo codes have been applied to the registration.
  • Pay Now: Allows payment info to be collected via Payment Partner.
  • Back to Event Details: Returns the registrant to the Event Details & Registration Widget. Note: This option displays after payment confirmation for a paid event.

Setup

For setup details, see Configuring Invoice Details & Payment.