Configuring Your Event's Payment Options

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Keywords: Payment processing, E-Commerce Accounts, Online Payments, Credit Card Security Options, Single Transaction Limit, G/L account number, Finance Module, Certain platform

Document ID: https://platform-support.certain.com/hc/en-us/articles/200210440-Configuring-Your-Event-s-Payment-Options#split1

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.

Configuring Event Payment Settings

1. Navigate to the event's Plan > Event Setup > Financials page. 2. If you are going to process payments online, select the processing account. 3. Choose the processing account first, because this action clears any previously selected options on this page. 4. To set up a processing account, go to Account Settings > Registration > Financial Data > E-Commerce Accounts. 5. Select your E-Commerce account from the Online Payment Processing drop-down. 6. Select the payment processing options for this event. 7. You may select one or more Credit Card Security Options if you are processing payments online for the event. 8. 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). 9. Enter a G/L account number. 10. Click Save.

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