Hi Karen,
Hope you are well!
I looked into this, and unfortunately, there isn't an option to set any other default for offline payments. When you record an offline payment for a registrant, the system shows credit card options by default. This is because many planners collect credit card payments from registrants outside of Cvent and then record them in the system as offline payments, since the payment wasn't processed directly through Cvent.
At present, when recording an offline payment, you need to use the drop-down menu, select the specific offline payment method used to collect the payment from the registrant, and then record it in Cvent.
I understand your perspective and apologize for any inconvenience. But, it sounds like a great feedback. I suggest you to post this as an Idea/feedback for our product team by going to Cvent Community > Participate > Product Ideas.
We encourage you to always submit your ideas or any challenges you face while working with the product. As it also help our Product Development team to review the possibilities and if it works we may try to incorporate such changes in our future releases.
You can refer to the following article for your reference :
Recording Offline Payment = LINK : : https://support.cvent.com/s/communityarticle/Processing-Offline-Payments
I hope this helps. Please let us know if you have any further questions.
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Raashi Semwal Khati
Senior Quality Analyst
Cvent
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Original Message:
Sent: 08-21-2025 07:37
From: Karen McLean
Subject: Off line payments
When you choose an offline payment, the default is set to 'credit card' which is the online payment type.
I wish there was a way in the set-up to set a default payment type. e.g. set bank transfer as the default for offline payments.
#CventPayments
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Karen McLean
Director
Conference Makers LimitedNew Zealand
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