This is useful if you select an item in the registration form on behalf of a participant and that you want the participant to complete the payment. For example, if a participant wants to change a paid item in their form after the registration period ended.
How it works
Organizer chooses "Forward payment" at checkout
When creating or editing a participant’s registration, the organizer can select the Forward payment option at the checkout page.
No payment details are required from the organizer.
(Optional) The organizer can apply a coupon code if needed.
Participant receives notification
The participant receives an email with a payment link. Clicking the link directs them to the Participant Dashboard, where they can complete the payment.
Participant completes the payment
Participants can pay using any available payment method, such as a credit card, invoice, or other configured options.
The Transactions section of the Participant Dashboard will display the payment as Payment missing.
Once the payment is completed, the status updates to “Paid”, and the participant receives a receipt via email.
Organizer's perspective
Selecting the forward payment option
You can select the Forward payment option at the payment step of a registration form when registering a new participant or editing an existing registration.
You will see the Forward payment option at the checkout (payment) step. Simply select it and submit the form to proceed.
The system will then generate a new transaction with a status Pending. The registration will have the flags Unpaid items and Pending payment. You can use the filters to easily find those registrations:
Complete payment as an organizer
If you wish to complete the payment on behalf of the participant, follow these steps:
Navigate to Registration > Registrations.
In the registration table, click on the registrant's Full name.
Then, in the Transactions section, click Complete payment.
Price and quota updates
If the organizer changes the price of an item in the form builder after forwarding a payment (e.g., from $65 to $70) or if the cost changes because of the early-bird/regular rate price change, the participant’s transaction will be affected.
If the item has limited quantity available (quota), even if the transaction is not yet paid, the items with a quota will be deducted from the total amount available.
Participant's perspective
Receiving the forward payment email
Once the organizer forwards the payment request, the participant receives an email with a link to complete their payment.
Accessing the participant dashboard
The link takes the participant to their Dashboard, where they can view all transactions. The forwarded payment request will be marked as Payment missing.
Completing the payment
To complete a payment the participant will have to follow these steps:
Navigate to the Transactions tab
In the Transactions table, click on the transaction with the status Payment missing.
3. On the Invoice page, click Complete payment.
The participant will be directed to the payment page, where they can enter their payment details and finalize the transaction.
Once payment is successful, both the participant and organizer can see the updated Paid status in their respective dashboards, and the participant receives a confirmation via email.