Financials

Access via: (Event) > Plan > Event Setup > Financials Jump to: Payment Processing Options | Online Payment Processing

Financials provides the configuration options for processing payments, securing payment data, and applying tax codes for an event.

Payment Processing Options

If the event does not need to process credit card payments online, then an e-commerce account is not required. In this case, simply select the payment options to collect:

• Online Options – Visa, MasterCard, Amex, etc.
• Other Payment Options – Check, P.O., Cash, Wire, IPAC

Online Payment Processing

At least one payment processing account must have been created prior to assigning a processing account to an event. You can create processing accounts in Account Settings > Registration > Financial Data (Administrator), or by contacting your Certain customer support representative. More than one event may use the same processing account; however, it is recommended that only one event at a time deposits transactions into a single processing account. This will simplify financial reconciliation with the bank statement. Certain passes the event code and registration code with each transaction. This enables reviewing transactions on the online processor’s reporting site with records grouped by their originating event. If the payment processing account is set up to collect billing address information and perform AVS (Address Verification Service), the event can use any or all of those payment validation options. For more information about online credit card processing and AVS, see the e-commerce account help topic. Note re editing: Once a payment has been processed in an event, only payment processors for the same currency as that payment are available for selection.

Tax Code Settings

A list of the tax codes that defined for the event. Tax codes can be applied to any fee-based item (such as an attendee type or agenda item).

To add a new tax code to the event:

• Click Add New.
• Enter values in the Code, Name and Percentage fields.

Code – enter a code for the tax (examples: VAT, GST, etc.) Name – enter a descriptive name for the tax (examples: UK VAT 17.5%, Australia GST 10%, etc.) Percentage – enter the percentage for the tax.

• OR - Select a tax code template from the drop-down list. The list is of account-level tax codes defined by an administrator on Account Settings > Registration > Financial. Click Apply. The Code, Name and Percentage fields are completed automatically using the values in the template. You can edit those values for this event. Click Save to save the tax code.

Note: If you change the details of a tax code (such as its percentage) after registration has begun for an event, the changes will only be applied to new registrations.

Online Payment Processing (Overview)

At least one payment processing account must have been created prior to assigning a processing account to an event. You can create processing accounts in Account Settings > Registration > Financial Data (Administrator), or by contacting your Certain customer support representative. More than one event may use the same processing account; however, we recommend that only one event at a time deposits transactions into a single processing account. This will make your financial reconciliation with your bank statement much easier. Certain does, however, pass the event code and registration code with each transaction. This enables you to review transactions on the online processor’s reporting site (e.g. PayPal Manager) with records grouped by their originating event.

If the payment processing account is set up to collect billing address information and perform AVS, then the event can use any or all of those payment validation options. For more information about online credit card processing and AVS, see the e-commerce account help topic.

Note re editing: Once a payment has been processed in an event, only payment processors for the same currency as that payment are available for selection.

Online Payment Security Options

Select the credit card security options from the available options:

• Collect Billing Address – Select if you want to collect a separate billing address for the payor. This can be used with credit card transactions to perform AVS validation ("Address Verification Service").
• Match Zip Code – Require that the billing zip code entered on the form match the billing zip code for the credit card.
• Match Street Number – Require that the billing street address entered on the form match the billing street address for the credit card.
• Require AVS "Yes" Response – Address Verification Service (AVS) is offered by many credit card-issuing institutions, and enables the merchant to compare the street number and/or zip code provided by a cardholder to those on record with the card issuer. Whether these fields are available is determined by the Online Processor selected; not all support AVS.
• Collect CSC Number – Add a field on the form in the Charge my credit card section of the Financial page to collect the Card Security Code for the credit card.
• Require CSC "Yes" Response – Require that the CSC entered on the form match the CSC for the credit card.
• Auto-enforce CSC – If this check box is selected for this processor account at the Certain account level, on Account Settings > Registration > Financial Data > E-Commerce Account, then it is selected here for the event and for all the event's forms on Plan > Event Setup > Forms > Payment. It cannot be changed in either place.
• If selected, then the two previous options, Collect CSC and Require CSC "Yes" Response, are both selected (and cannot be cleared).

Financial Settings

• Single Transaction Limit – Maximum amount allowed per transaction. Default value: $1000
• G/L Account Number for Payments and Refunds – Maximum length = 25 characters.
• Payment Metadata fields – Used to store additional information associated with Stripe payments. This includes the legacy charges integration and the newer Payment Intents API. Metadata allows customers to attach custom data to each transaction that is specific to the payment in the event, for example cost center or profit center identifiers. For most integrations we typically pass the registration code and the event code which is used for reconciliation between the payment gateway and our Certain platform reporting.
• Note: If you change tax code details after registration has begun for an event, the changes will only be applied to new registrations.

Note on Tax Code Changes

If you change the details of a tax code (such as its percentage) after registration has begun for an event, the changes will only be applied to new registrations.

Online Payment Processing (Revisit)

At least one payment processing account must have been created prior to assigning a processing account to an event. You can create processing accounts in Account Settings > Registration > Financial Data (Administrator), or by contacting your Certain customer support representative.

Related articles

• Payment Options (Registration Form)
• Form Setup (Attendee/Registration Form)
• Financial
• E-commerce FAQ - Accepting Online Payments
• E-commerce FAQ - Configuring E-commerce Accounts

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