Setup Events to Allow for Online Payments

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Once your credit card credentials have been setup with customer support, you will have some new settings related to Event registration. Contact customer support to integrate your credit card credentials with your database.

Video: Event registration with credit card processing

Set Defaults for Credit Card Transactions Generated from Event Registrations

  1. Click Setup in the left-hand menu.
  2. Click Event Options and Settings.
  3. Open the Registration and Billing Preferences area.
  4. Select desired option for what should be tracked when a credit card sale is made.
  5. Click Save.
  6. Remain on this screen and select how non-member transactions will be processed by choosing an Invoice/Receipt Option .
    Note: Since this selection can be changed for each event, setting the default to the 1st selection is probably the most common here. To do that, you will need to have a member created and ready in your database. To do this, click Members in the left-hand menu. Click to add a new member. Name this new customer to indicate that it will contain your non-member event registrations. (“Non-member invoices” for example). You may wish to set this member with Non-Member status.
  7. Click Save.

Turn on credit card as a payment method for an event

Credit card credentials must first be integrated with your database. Contact customer support.

  1. Click Events in the left-hand menu.
  2. Select the desired event.
  3. Click the Fees tab.
  4. Ensure that fees have been assigned to this event.
  5. Open the Registration and Billing Preferences area.
  6. Select "Allow members to register online for this event" and/or "Allow non-members to register online for this event".
  7. Then select "Allow registrant to make payment with a Credit Card (online only) for members and/or non-members".
  8. Double-check your preferences for Credit Card Payment Tracking Options and Invoice and Receipt Options. See the previous section titled “Set defaults for credit card transactions generated from event registration” for more information.
  9. Click Save.

Now when someone registers for an event, they will have the option to pay by credit card. You may also register and pay by credit card on behalf of a guest by clicking Add New Registration on the Guest List tab.

If the Credit Card Payment Tracking Options indicate that an invoice/payment or sales receipt should be created, these transactions are created automatically when the credit card is processed. View these transactions by displaying the appropriate transaction summary on the Reports tab in the Billing module.