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Requesting payments for unpaid orders
Requesting payments for unpaid orders

Learn how to request payments for orders with an outstanding balance due.

Ben Dharmanandan avatar
Written by Ben Dharmanandan
Updated over a week ago

Eventsforce events can be configured to allow bookers to request an invoice when booking tickets. When paying by invoice, the registration will be “unpaid” until a payment is entered for that order. Event managers can send follow up emails requesting payment for unpaid orders.

This article will cover:

Note: The cost and payment is associated with the ‘booker’, so all requests for payments should be done from the “People > Orders” page.

Creating a new email template

The first step in requesting outstanding payment is creating an email template with the content you plan to send to the bookers. We recommend informing the booker that their order has an outstanding balance due and providing a link to manage their order, along with any due dates and instructions for payment.

It may be easier to duplicate an existing email and then modify the content:

  1. Go to Email > Templates

  2. (Optional) Select an email to copy, click the Spanner Icon and select “Duplicate…”

  3. Edit your email to add the content necessary

  4. Click the “Booking link” tag on the left-hand side to add a “manage your booking” link

    • If credit card payments are not allowed, consider including instructions for making payment via invoice or check

  5. Click “Save”

Note: Proving the “booking link” in your email will allow the booker to manage their booking and complete payment.

Finding orders with a balance due (unpaid orders)

Event managers can quickly locate which orders have an outstanding balance by taking the following steps:

  1. Go to People > Orders

  2. Filter by ‘Payment status’ and select “Unpaid”

  3. Select one or multiple rows, or click the Spanner Icon and choose “Select all” to choose all rows

  4. Once orders are selected, click the Spanner Icon and select “Email bookers…”

  5. Choose the email template created for payment reminder

  6. Click “Save”

Requesting payment for unpaid orders via email

Once unpaid orders have been identified, bookers can be emailed by taking the following steps:

  1. Go to People > Orders

  2. Select one or multiple rows, or click the Spanner Icon and choose “Select all” to choose all rows

  3. Once orders are selected, click the Spanner Icon and select “Email bookers…”

  4. Choose the email template created for payment reminder

  5. Click “Send”

Note: When bookers click the link to manage their booking, they can “Pay Now” (if credit card payments are active).

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