If you want to take payment by bank transfer, cheque or by any other means that isn't an online payment to your Stripe, PayPal or Square account, then will you need to set up offline payments.
How to set up offline payments
Go to 'Box office settings' and click on 'Payment systems'.
If this is the first time you've set up offline payments, select the button which says 'More options including PayPal, Square and offline payments'.
In the 'Offline payments' section click 'Create new offline payment profile'.
It will ask you to fill out the following details:
Fill out the details for your offline payment, using the tooltips for further guidance. The most important part is the payment instructions - these explain to the ticket buyer how they should pay.
If you want to restrict the amount collected via offline payments, or set a time before your event when it's unavailable (for example to give you enough time to process the payments) use the option to 'Set additional conditions for when this payment method is available'.
Click 'Save'.
After adding this payment method to your events, your customers will be presented with your offline payment option at checkout.
How it looks for customers
My example below shows what it might look like for offline payments Pay by bank transfer:
If a buyer chooses the offline payment option they will be shown the payment instructions you set and be asked to confirm that they will follow them.
If your buyer chooses to pay via an offline payment method, then:
Their order will complete.
Their tickets will be issued.
They will see the payment instructions on the order confirmation, both on screen, in their email, and if you have invoices set up it will show there too.
You will need to check on the status of the payment.
How orders with offline payments work in your 'Orders' page
When a customer uses an offline payment, the order will show in your dashboard as pending:
💡 Tip: You can filter your orders just to show Pending orders by heading to 'Orders' and using the 'Order status' filter to just show pending orders.
How to mark an offline payment as received
Once you have received your payment, click through to the order and click 'Confirm payment received'.
You can optionally add a Transaction ID for your internal reference. Enter a Transaction ID if you wish and click 'Confirm'.
The payment has now been confirmed in Ticket Tailor.
What happens to pending payments on event day?
At your event, if a payment is pending it will show on the doorlist or on the check-in app, so that you know they are still due to pay.