Payment Groups
A payment group is a special group type that takes registrations and payments where there are any to take. One tool covers conference bookings, free toddler groups, online giving and monthly subscriptions.
| Prices that change on a date, like early-bird tickets, by setting up a choice for each rate and switching its visibility as each deadline passes. |
| The template-clone-archive pattern for booking many events: a master payment group, safe cloning, linking from the calendar, and archiving past events. |
| One tool for paid and free event bookings, donations, subscriptions and deposits, with the data collection built in. |
| Setting up online giving: the donation group type, variable amounts, one-off and recurring gifts, and Gift Aid declarations. |
| Free events through payment groups: zero-cost choices, the complete-registration button, limits that still apply, and optional voluntary contributions. |
| Fixed or percentage discounts, criteria based on who's booking and what, and voucher codes applied at checkout. |
| Failed-payment notifications, reading the Pledges tab, investigating a donor's payment history, and why stale failures cost money. |
| Giving full or partial refunds, choosing between a refund, a write-off and reducing what's owed, and avoiding chargeback fees. |
| Letting people amend or cancel their own registrations, editing as an admin, cancelling donations, and clearing leftover pledges. |
| Booker and delegate confirmation emails, the merge fields to keep intact, and building e-tickets with scannable barcodes. |
| Payment plans: when money is taken, Gift Aid declarations, recurring monthly or annual payments, and deposit-plus-balance setups. |
| Options, choices and sub-options with pricing, plus both kinds of limit: how many can book each choice, and age restrictions. |
| The Data tab: booker and delegate fields, age-dependent questions for children, creating accounts for outside bookers, and custom fields. |
| Creating a payment group and working through its core settings: registration rules, online and offline payments, and the text people see. |