This article will cover how to configure the payment options for your event.
Note: If you are not charging fees in your event, you may wish to remove the Finance Module from your event. To do this, go to Plan > Configure > Options > Functional Areas Needed by This Event within the event and un-check the Finance module.
Each event must be assigned a payment processing account if you want to process payments online. The payment processing account is selected from the list of those available for the user's account. An event can have a different transaction limit and payment method options than its assigned processing account. Also, an event may elect to accept fewer online payment options than a processing account has available, or the event may elect to accept off-line payment methods such as checks and purchase orders.
Configuring Event Payment Settings
- Navigate to the event's Plan > Event Setup > Financials page.
- If you are going to process payments online, select the processing account. Choose this first as it will clear any selected options on this page.
- To set up a processing account, go to Account Settings > Registration > Financial Data > E-Commerce Accounts.
- Select your E-Commerce account from the Online Payment Processing drop-down.
- Select the payment processing options for this event.
- (Optional) Select one or more of the Credit Card Security Options if you are processing payments online for the event.
- Enter a number in the Single Transaction Limit Field to set a maximum amount allowed per transaction (the number cannot exceed 7 characters, including punctuation).
- (Optional) Enter a G/L account number.
- Click Save.
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