Sending payment requests
Corsizio automatically sends out registration confirmation receipt emails to everyone who registers for one of your events. If the attendee has provided a partial payment, such as a deposit, as part of their registration, their email will include a breakdown of all transactions, including any deposit, payment, add-on, tax, or refund amount. If an attendee has not yet paid for the event or has only provided a partial payment, you can also send them an additional automated or manual payment request at the time of your choosing to receive your funds.
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Attendee Receipts for Partial Payments
If you allow your event registrants to pay in part for your events, such as a deposit, your attendees will automatically receive registration confirmation receipt emails that will reflect the paid amount and the pending amount.
As part of enabled online payments, this email will always include a "Pay balance online" call to action button, which they can use anytime to pay the remaining balance. This also applies to all registrations that have outstanding payments for the full amount. By clicking on this button, the registrant will be presented with a card payment form in the same manner as they would see it on the original registration form.
If you don't have online payments enabled, then the receipt will show your attendee a generic message that online payments are not enabled and instructions to contact you for payment. If you provided offline payment instructions as part of Step 2 — Price & Payment, these will be shown on your event registration form and the registrant's confirmation receipt email.
Note: The attendee will be automatically sent a new confirmation receipt email any time they register for a new event or add a payment to an existing registration. You also have the option of sending them an updated confirmation receipt email any time a change is made to their registration, such as an additional payment, refund, or any other manual payment recorded.
Automated Payment Requests
For any outstanding or partial payments, you also have the option to have Corsizio send all the attendees of a particular event an automated payment request email to remind them to pay the balance owing.
When creating or editing an event, as part of Step 2 — Price & Payment, turn on the "Enable pending payments automatic email reminders" feature and fill in the date when you would like this reminder to be sent out.
Manual Payment Requests
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- Select the attendee you wish to send a payment request by using the search bar or the Attendees list or finding the attendee in the Event they registered for. This will open up their registration details panel.
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From the dropdown
Actions menu on the top right side, select
"Send payment request email".
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- This will open up a window asking you to confirm the "Send payment request for pending amount?" and the recipient(s) that are to receive it. Finalize this action by selecting "Send now."
Note: You can always check an attendee's Activity log to see when any automated or manual payment request emails or receipts were sent out.
Receipt & Payment Request Email Preview
You always have the option to preview what a receipt or payment request email will look like to the attendee, by following these steps:
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- Select the attendee you wish to send a payment request by using the search bar or the Attendees list or finding the attendee in the Event they registered for. This will open up their registration details panel.
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Select the
Actions dropdown menu in the top right-hand corner of the panel and then select
"Preview receipt email" or
"Preview payment request email". This will open the email in a new browser tab for you to see what your attendee receives.
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- Close the tab(s) when you have finished the preview.
Whether automated or manual, payment request emails will look the same. To learn about other ways of previewing emails, refer to the Preview emails sent to attendees help doc.