Payments, taxes and currencies
Manual payment: transfer, Interac, deposit
The client receives your instructions, their spot is held for 72 h and you confirm receipt in one click.
What it is for
Get paid without a gateway: transfer, Interac, deposit, mobile money that you check yourself.
Before you start
Owner role (to activate); owner or Manager (to confirm in Appointments).
Step by step
- Click Settings › Payments › “Manual payment”.
- Tick Offer manual payment.
- Fill in Name shown to the client (for example “Interac transfer”) and Payment instructions (Interac address, mobile money number…).
- Click Save.
- When the payment arrives, open Appointments, find the status “Awaiting payment” and click Mark as paid then confirm.
Expected result
The client sees “Payment by …” with your instructions and their booking stays “Awaiting payment”. After your click, it becomes “Confirmed” and the confirmation email is sent.
Tips
- The spot is held for 72 hours by default; after that the booking expires.
- Sessions and webinars work the same way in the registrants list (Manage a session’s registrants).
Common problems
- “Enter the payment instructions (details, Interac address, mobile money number…).”
- The Instructions field is required when the option is ticked.
- The booking expired before my click.
- The 72 h period has passed: if the payment still arrives, ask the client to book again.