An account can have one or more e-commerce (online payment processing) accounts in order to accept payments online (via credit card).

The e-commerce account connects your event registration forms to your merchant bank account through an internet payment gateway. Once created, the e-commerce account can be assigned to any event in order to offer quick and secure online payment processing for that event.

Setting Up E-commerce Accounts to Accept Payments Online

E-commerce accounts are created and modified on the Account Settings > Registration > E-commerce page. This area is restricted to Administrators only, and enables the planner to:

• Select an e-commerce account from within their account or client accounts

• Assign a name, online processor ("Internet Payment Gateway"), and currency

• Enter a transaction limit for the e-commerce account

• Select payment methods offered through the account (types of credit cards or electronic payment)

Once an e-commerce account is created, it can be assigned to any event and/or online form within the same account that the e-commerce account belongs to. This way, the e-commerce account can be established with the bank one time, and then online payment processing can be added to events with a single button at a later time.

Creating and Modifying E-commerce Accounts

These areas are restricted to Administrators (a Certain user type), and enable them to:

• Select an e-commerce account from within their account or sub-accounts

• Assign an e-commerce account to the event or online form

• Assign a transaction limit for the event or form (which must be less than or equal to the transaction limit of the e-commerce account)

• Select payment methods offered through the account (credit card types, check, purchase order, cash, etc.)

In addition, payments can be processed by the user for one registration at a time on the Manage > Registrations > Financials page. By default, payments processed here will be directed through the e-commerce account assigned to the event.

Assigning E-commerce Accounts to Events and Online Forms

Events that involve on-line payment processing from the attendees must be assigned an e-commerce account, so that the system knows where to direct the payments received.

The planner does this on the Plan > Event Setup > Payments page for the event, and the Plan > Forms > Payment page for the form.

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