Overview
This article explains how to configure the payment options for an event.
If you are not charging fees in your event, you may remove the Finance Module.
To remove the Finance Module, 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 online payments are enabled.
The payment processing account is selected from the list of accounts available to the user's account.
An event may have a different transaction limit and different payment method options than its assigned processing account.
An event may elect to accept fewer online options than the processing account offers, or to accept off-line payment methods such as checks or 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.
Related articles
- Troubleshooting - Payment Info Saving but not Processing on Complete Registrations
- Payment Options (Registration Form)
- Importing Registrations
- The Consequences of Changing Your Event Code
- E-commerce FAQ - Accepting Online Payments
- Administrators - Enabling E-Commerce for Payment Processing