Financials

Financials

Each event must be assigned a payment processing account if you want to process payments online for that event.

You select the payment processing account from the list of those available for your Certain account. See E-commerce Setup for setup details.

An event can have a different transaction limit and payment method options than its assigned processing account.

For example, a processing account might be set up to enable single transactions of up to $5000 using Diners, American Express, Visa, and MasterCard.

For one event that uses the processing account, you may restrict transactions to $400 using Visa and MasterCard online or payment by check off-line.

The lower transaction limit prevents accidental overcharges when an event's maximum fees are nowhere near the processing account single transaction limit.

Also, an event may elect to accept fewer online payment options than a processing account has available.

An event may elect to accept offline payment methods such as checks and purchase orders.

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 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.

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

Require that the AVS response is “Yes”.

AVS 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 (or which of these fields) are available is determined by the Online Processor selected.

Not all Online Processor 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

Select the Auto-enforce CSC check box for this processor account at the Certain account level.

On the Certain account level, select Auto-enforce CSC on Account Settings > Registration > Financial Data > E-Commerce Account.

On the event level, select Auto-enforce CSC here for the event.

On the event forms level, Auto-enforce CSC is applied for all the event's forms on Plan > Event Setup > Forms > Payment.

Auto-enforce CSC cannot be changed in either place.

If Auto-enforce CSC is selected, then the two previous options, Collect CSC and Require CSC 'Yes' Response, are both selected.

The two options cannot be cleared.

Financial Settings

Single Transaction Limit

Default value: $1000

G/L Account Number for Payments and Refunds

Payment Metadata fields

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.

Example metadata includes cost center or profit center identifiers.

For most integrations, Certain typically passes the registration code and the event code.

These values are used for reconciliation between the payment gateway and Certain platform reporting.

Tax Code Settings

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

1. Click Add New.

2. Enter values in the Code, Name and Percentage fields.

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

3. OR, select a tax code template from the drop-down list.

• The list contains account-level tax codes defined by an administrator on Account Settings > Registration > Financial

4. Click Apply.

5. The Code, Name and Percentage fields are completed automatically using the values in the template.

6. Edit those values for this event.

7. 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

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 for which you need to be an Administrator.

You can also create processing accounts by contacting your Certain customer support representative.

More than one event may use the same processing account.

Certain recommends that only one event at a time deposits transactions into a single processing account.

This recommendation makes financial reconciliation with your bank statement easier.

Certain passes the event code and registration code with each transaction.

This enables review of transactions on the online processor's reporting site.

Records are grouped by their originating event.

For example, PayPal Manager groups records by originating event.

If the payment processing account is set up to collect billing address information and perform AVS (Address Verification Service), 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.