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Receipts are automatically sent to registrants for PayPal and Stripe transactions. For other payment methods or unpaid forms, receipts are not sent because we do not receive confirmation from those payment processors.

Manual Actions:

• Go to the Registrants page to manually update payment status and send receipts or invoices.
• Use the form’s email settings to always send a confirmation email to registrants when they fill out a form, even if no payment is made.

PayPal Example:

The PayPal column shows payment status when PayPal is used. For example:

Other Payment Services:

Payment statuses for services like Zelle or Venmo must be tracked manually since confirmation data is not sent to the website. For example:

Statuses like "Pending (venmo)" are shown but must be updated manually after verifying payment.

Tools: On the far right, search for a Registrant by name, quickly edit the form, or download all registrants to Excel.

The page organizes data into a table with 9 columns:

• Update
• Print
• Name
• Package
• Status
• PayPal
• Date
• Send Payment Email
• Add to Roster

Use the tools in each registrant’s listing to send invoices or receipts:

• Invoice: Verify invoice details, update the custom message, and add a CC. The auto-generated email includes a payment link.
• Receipt: Verify receipt details and update the custom message as needed.

Tip: Once an email is sent, the button’s text color changes from bold black to white, helping you track who has been contacted.

• Update: Edit registrant details, including status, contact info, and registration data.
• Print: Print a single registrant’s details.
• Package: View selected packages.
• Status: Quickly see the registrant’s current status.
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