Create your own payment methods to handle payments outside EasySignup (accounts with payments)

When you charge attendee fees using EasySignup, you have the option to supplement payment by card with your own payments methods.

An example could be that you wish to offer attendees the possibility of chosing invoice payment.

NOTE: It is important to emphasize that payments are made to your own bank account if you create your own payment methods. 

• Click on Finances->Payment methods to access the page where you can create your own payment methods.
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• Click "Add payment method".
  
• Enter information about the payment method
  1. Fill in the name of the payment method that attendees see on the registration page.
  2. This field can be used for a longer description. This only appears in the dashboard, so it is not something attendees can see.
  3. Insert the payment deadline. It will be added to the invoice that the attendee receives. Note: EasySignup does not enforce the deadline, e.g. by sending payment reminders as payment is made to your own bank account.
  4. Here you have to write the payment information that the attendee needs in order to pay the invoice.

     Note: The text must contain the merge field [invoice_number]. We recommend that this is a part of the message that the attendee must write on transfer. This will help you match the payment to the registration.

     In this example, it is payment by invoice. Please make sure to insert the payment information that makes sense for the specific payment method.
     
     

• Once you have completed the fields, click "Perform" to create your own payment method.
  
  
• If you want to use the new payment method on all future events, you can select it from the list.
  
  
• You can change the display order by using the drag and drop arrows next to the name of the payment method. Remember to click "Save changes".
  
  

If you only need to use the payment method at individual events, you need to edit these and add the payment method. See how to in this guide.

See an example of the invoice here.