Sending payment requests

Corsizio automatically sends out registration confirmation receipt emails to everyone who registers to one of your events. If your 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 your 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.

In this article

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 this accordingly. This email will always include a "Pay balance online" call to action, which they can use anytime to pay the remaining balance. This also applies to all registrations that have an outstanding full payment.

If you have online payments enabled, the "Pay balance online" button will present the registrant with a credit card payment form.  

If you don't have online payments enabled, it 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 (see below) and the registrant's confirmation receipt email.

Note: The attendee will be automatically sent a new confirmation receipt email any time they register to 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, check the box to "Enable pending payments automatic email reminders" and select the date when you would like this reminder to be sent out.

Any attendee who chooses to pay their balance owing before this automated payment reminder email is sent out will not receive this payment request email, since they no longer have a balance owing.
You have the option to turn on or turn off this "Enable pending payments automatic email reminders" at any time during your registration collection time period for that event. For example, if you did not enable this feature when creating your event, but now the event date is getting close and many people still have not paid the full amount, you can turn this feature on, and have an automated email go out to all attendees who owe money. This will save you time and effort so that you don't have to do it manually, one by one, as will be described in the next section. 

Manual Payment Requests

In addition to the initial confirmation receipt email and automated payment request reminder, you also have the option to send attendees with outstanding payments a manual payment request email at any time. Follow these steps:
  1. Click on the attendee of interest and open their details panel (information card).
  2. Click on the Actions dropdown menu in the top right-hand corner of the panel.
  3. Select "Send payment request email" (located near the top of the menu).

Note: You can 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:

  1. Click on the attendee of interest and open their details panel (information card).
  2. Click on the Actions dropdown menu in the top right-hand corner of the panel.
  3. Select "Preview receipt email" or "Preview payment request email" (located near the bottom of the menu). 

Whether automated or manual, payment request emails look the same. To learn about other ways of previewing emails, see the Preview emails sent to attendees help doc.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us