How Check Payments Work (Emails & Invoices)

When attendees choose Check as their payment method during registration or while upgrading their ticket, emails and invoices are only sent after the payment is confirmed — either manually or automatically.

This article covers:

• How to configure check payment confirmation
  
  
• How to trigger confirmation emails and invoices
  
  
• How to set up auto-confirmation to save time
  
  

When Are Confirmation Emails & Invoices Sent?

For any email or invoice to be sent to an attendee who paid by check, two conditions must be met:

1. The attendee’s status is set to “Active”
   
   
2. The “Has Paid” toggle is enabled

Once both conditions are true, the system will:

• Send a Registration Confirmation or Ticket Change Confirmation email
  
  
• Send an invoice (without showing the “Paid” stamp)
  
  

Manual Confirmation Flow

If you're manually verifying check payments (e.g., reviewing checks received via mail), follow these steps:

1. Go to Participants > Attendees
   
   
2. Locate the attendee who paid by check
   
   
3. Click Edit
   
   
4. Set their Status to Active
   
   
5. Turn ON the “Has Paid” toggle
   
   
6. Click Save
   
   

Once saved:

• A confirmation email will be sent
  
  
• The attendee will receive an invoice with a “Paid” stamp

Automatic Confirmation Flow (Save Time)

You can enable an automatic workflow so that attendees are confirmed without manual action.

 How to Enable It:

1. Go to
   Participants > Attendees and Registrants > Settings > Permissions
   
   
2. Turn ON the toggle:
   Auto-Activate Users on Check Payment
   
   

Once this setting is enabled:

• As soon as the system detects a check payment and marks the attendee as “Has Paid”, it will automatically mark them as Active
  
  
• This triggers the email and invoice without any manual steps
  
  

Group Registrations & Upgrades

These same rules apply to:

• Group registrations paid by check
  
  
• Ticket upgrades or downgrades using check payment
  
  

For Ticket Change Confirmation emails:

• Make sure the "Send Email for Upgrade/Downgrade" toggle is enabled
  
  
• Then ensure either manual or automatic flow sets:
  
  
  • Status = Active
    
    
  • Has Paid = Enabled
    
    

If both are true, the system will:

• Send the upgrade/downgrade confirmation email
  
  
• Send the updated invoice (without the “Paid” stamp)
  
  

If Payment Is Not Confirmed

If either condition is missing:

• No confirmation or upgrade email will be sent
  
  
• No invoice will be sent
  
  

This helps ensure attendees only receive communication once you've verified payment.

Invoices for Check Payments

Invoices for check payments:

• Do NOT show a “Paid” stamp, even after auto-confirmation
• Shows a “Paid” Stamp, only in case of manual verification
• This helps maintain clarity around outstanding payments
  
  

Access Control After Check Payment Upgrade

If an attendee is already active and chooses to upgrade their ticket using Check Payment through the My Account portal, and if Auto-Activate Users on Check Payment is OFF, the system will enforce strict access control:

What Happens:

• Their status will be changed to Inactive until payment is confirmed.
  
  
• They will be immediately logged out from the system.
  
  

This ensures attendees do not retain access to upgraded privileges or restricted areas without confirmed payment.

Note: This behavior only applies to upgrades paid by check. It does not affect downgrades or new registrations.

Tips

• Enable the Auto-Activate Users on Check Payment toggle to reduce manual work
  
  
• Use filters in Participants > Attendees to find unpaid check users
  
  
• Be sure to manually set Has Paid if using the manual confirmation process