This article describes Financials configuration for events in the Certain platform.
Access to Financials is via (Event) > Plan > Event Setup > Financials.
Payment Processing Options
An 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.
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.
An event may elect to accept fewer online payment options than a processing account has available.
The event may elect to accept offline payment methods such as checks and purchase orders.
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
Online Options include Visa.
Online Options include MasterCard.
Online Options include Amex.
Online Options include other options.
Other Payment Options
Other Payment Options include Check.
Other Payment Options include P.O.
Other Payment Options include Cash.
Other Payment Options include Wire.
Other Payment Options include 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.
AVS (Address Verification Service) validation is available and optional.
Match Zip Code — Require that the billing ZIP code entered on the form matches the billing ZIP code for the credit card.
Match Street Number — Require that the billing street address entered on the form matches the billing street address for the credit card.
Require AVS "Yes" Response — AVS is offered by many credit card-issuing institutions and enables comparing the street number and/or ZIP code provided by a cardholder to those on record with the issuer.
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 is selected for the processor account at the Certain account level, it is selected here for the event and for all the event's forms on Plan > Event Setup > Forms > Payment, and 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 (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, example includes cost center or profit center identifiers. But 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.
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
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), 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.
Certain does, however, pass the event code and registration code with each transaction.
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.
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