Use this Payment Options page to configure payment handling options that will show on the Payment page of a registration form.
The form-related settings that are available to you are determined by: 1. the higher-level event-related settings in Plan > Event Setup > Payments, and 2. at a level above that, the account-related settings in Account Settings > Registration > Financial Data > E-commerce Accounts.
The Payment Page of a Registration Form
The Payment page of an online registration form enables attendees to make payments for any fees associated with registrations (including agenda items).
The Payment page is only shown if the form has been configured to display it (see Plan > Forms > Setup), and if the registration has a balance due when the registration form is completed.
Video: Adding a Payment Processor to a Form (2 minutes)
Section Header
A section header is typically used to display additional instructions or event information related to the page (or section) being configured.
The text and HTML elements entered into the header appear above the page (or section) elements themselves.
If the fields are left blank, the header will be set to inactive for that page (or section).
For each of these three text boxes, you can click the </> icon below the lower right corner to open the HTML Editor. Otherwise, if you choose to enter plain text, you can still enter HTML tags.
Instructions
Entry shows above the header bar, at the top of the page (or section).
Header Text
Entry shows in the header bar (in a contrast color).
Default: " Provide Payment Information "
Text Below Header
Entry shows directly below the header.
Example: detailed information.
Settings
Available Payment Methods
Select the payment methods you wish to make available to a registrant.
Only the payment options that were selected in Plan > Event Setup > Payments are displayed here.
Online options
Those available depend on the Online Payment Processor selected above.
Example: ACH, Amex, Diners, MasterCard, Visa, etc.
Other options
Cash, Wire, Check, P.O.
For each payment method selected here, you can customize the text labels shown next to the input fields. See the following sections.
The following three options are especially useful when processing on-site registrations.
Allow registrant to edit the payment amount
If selected, a registrant is able to enter any amount they wish to apply towards their balance due. The registrant can submit multiple payments until payment is complete.
This option is useful if a registrant wants to pay for some of their fees with a personal credit card, and the balance of their fees with a business credit card, check, or invoice.
A value greater than the Balance Due can be entered on the form only when the form is being viewed from the Admin side by the planner. An attendee cannot do so.
Use the Enter Amount custom label text box to change the label displayed on the form.
Allow refunds/change on registrant side
If selected, a registrant is able to edit a refund amount (that is, a negative Balance Due) in the case of an overpayment. The registrant can also process their own refund online.
See also: How to Process refunds.
Use the "Refund Due" and "Amount to apply to this refund" custom label text boxes to change the labels displayed on the form.
Defaults: " Refund Due" and "Refund Amount".
A Refund Credit Card option is displayed on the form if the registration has an original credit card transaction that has not been fully refunded yet.
Alternative options to Refund Cash Now or Process Refund Later are also displayed on forms that have Make this form available on the Admin side selected on Forms>Setup.
These alternative options are used by planners, not by registrants.
> Note: A credit card refund created by this option is processed online in real time, and adds an RF (Refund) transaction to the registration.
Allow registrant to mark payment as received
If selected, the form displays a check box in the Pay Later (via Check) section labeled " Check here to confirm that the payment has been received ".
Use the custom label text box to change that label.
> Note: This option is intended for use when data entry personnel are using the form to enter registrations received with check or money order payments.
Autogenerate and Send Invoice
If selected, registrants will have the option to automatically generate an invoice and have it sent to them with their confirmation email.
If you select this option, you must also select a Template (used to generate the invoice) from the drop-down list.
The value in the Attendee Invoice Request Confirmation field is used as the label for the check box on the form.
Default value: " Need Invoice "
The attendee receives the invoice as a PDF attachment on their confirmation email.
Collect Billing Address
If selected, the Billing Address Options section shows below.
Defaults to selected if selected for the event on the Plan > Event Setup > Payments page.
Collect Shipping Address
If selected, the Shipping Address Options section shows below.
Shipping address fields are available for use in profile and event registration records. Shipping address fields can be included in reports, confirmations, email templates, and form logic.
Online Payment Processing
This section is displayed if at least one credit card is selected as an Available Payment Method in the Settings section above.
- Process payments online for this form — Select this check box to process registration payments in real-time via an internet payment gateway.
The remaining fields in this section are only displayed if this is selected.
- Select a Payment Processing Account — Select a payment processing account (e-commerce account) from the list of those set up by an Administrator on Account Settings > Registration > Financial Data > E-commerce Accounts.
> 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 here.
> Note: Which of the following fields are available is determined by the Online Processor selected, and how your Administrator has configured it for your Certain account.
- 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.
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.
- Collect CSC Number — Add a field on the form in the Charge my credit card section of the Payment page to collect the Card Security Code for the credit card.
> Note: Visa credit card payments for Canadian merchants must include this (the "CVV2" code).
- Require CSC "Yes" Response — Require that the CSC entered on the form match the CSC for the credit card.
Transaction Details Options
This page is displayed as a detailed list of the charges applied to the registration(s) being completed.
- Show refund/cancellation policy — If selected, then the refund policy will be shown immediately below the page's Submit button.
The refund policy is entered using Plan > Forms > Confirmation or Plan > Event Setup > Default Confirmation, depending on whether the confirmation is form-specific or not.
- Show privacy policy — If selected, then the privacy policy will be shown below the page's Submit button.
The privacy policy is entered using Plan > Forms > Confirmation or Plan > Event Setup > Default Confirmation, depending on whether the confirmation is form-specific or not.
The privacy policy is shown after the refund/cancellation policy if the refund/cancellation policy is displayed.
- "Balance Due" — Text used as the label for the balance owed.
Default: " Balance due "
Credit Card Payment Options
This section is displayed if the Credit Card option is selected as an Available Payment Method under Settings above.
It enables the form to collect credit card information (type, number, expiration date, and name).
If the form has a processing account, and it is set up to process payments online, then credit card payments will be processed in real time after this section is submitted.
- Header Text — Text shown at the top of the payment option as a section break.
Default: " Pay via Credit Card "
- Option Label — Text shown next to a radio button for the registrant to select the payment method.
Default: " Charge my credit card. "
- Instructions — Text shown below the header text and option label for the payment method.
(No default value.)
- "CC Type" — Default: " Credit Card Type "
- "CC Number" — Default: " Credit Card # "
- "Exp. Date" — Default: " Credit Card Exp. Date "
- "Card Holder" — Default: " Name as it appears on card "
- "CSC Number" — Default: " CSC Number "
- "What is the CSC #?" — Default text for this link: " What is the CSC Number? "
- "Charge on Statement" — Default: " The charge will appear on your credit card statement as "
> Note: These labels are also used for the Accommodation section in a form. > The labels apply only to the card used to reserve the room, not to actual payment.
Pay via Wire Options
This section is displayed if the Wire option is selected as an Available Payment Method under Settings above.
It enables registrants to elect to pay their balance via wire transfer or electronic check.
- Header Text — Text shown at the top of the payment option as a section break.
Default: Wire Payment
- Option Label — Text shown next to a radio button for the registrant to select the payment method.
Default: I will pay by wire transfer or electronic check.
- Instructions — Text shown below the header text and option.
No default.
- "Bank Routing Code" — Default: " Bank Routing Code "
- "Checking Account Number" — Default: " Checking Account Number "
- "Check Number" — Default: " Check Number "
- "Identification Number" — Default: " Identification Number? "
- "How do I find" — Text of link to an instructional pop-up window for the registrant.
The instructional pop-up window provides information on finding their checking account and bank routing numbers.
Default: " How do I find the routing and bank number? "
ACH Payment Options
("ACH" = "Automated Clearing House".)
This section is displayed if the ACH option is selected as an Available Payment Method under Settings above.
This section is only available there if the selected Online Payment Processor includes it as an option. See Account Settings > Registration > Financial Data > E-commerce Accounts.
- Header Text — Text shown at the top of the payment option as a section break.
Default: " ACH Payment"
- Option Label — Text shown next to a radio button that enables the registrant to select the payment method.
Default: " I will pay by ACH bank transfer or electronic check. "
- Instructions — Text shown below the header text and option.
No default value.
- "Bank Routing Code" — Default: " Bank Routing Code "
- "Checking Account Number" — Default: " Checking Account Number "
- "Check Number" — This field is optional should the registrant or planner choose to associate a check number with the ACH payment.
Default: " Check Number "
- "Name on Bank Account" — Field label for the payer name on the checking account used to make the ACH payment.
Default: " Name on Bank Account "
- "How do I find" — Text of link to an instructional pop-up window for the registrant.
The instructional pop-up window provides information on finding their checking account and bank routing numbers.
Default: " How do I find the routing and bank number? "
Check Payment Options
This section is displayed if the Check option is selected as an Available Payment Method under Settings above.
It enables registrants to elect to pay their balance at a later date, by mailing a check to the planner.
- Header Text — Text shown at the top of the payment option as a section break.
Default: Pay Later
- Option Label — Text shown next to a radio button for the registrant to select the payment method.
Default: I will send a check
- "Check Number" — Default: Check No
- "Identification Number" —
- "Bank Routing Code" —
- "Bank Account Number" —
Cash Payment Options
This section is displayed if the Cash option is selected as an Available Payment Method under Settings above.
- Header Text — Text shown at the top of the payment option as a section break.
Default: Cash Payment
- Option Label — Text shown next to a radio button for the registrant to select the payment method.
Default: Enter a cash payment
- Instructions — Text shown below the Header Text and Option Label.
Default: blank.
Invoice (Bill Me) Request Options
This section is displayed if the P.O. option is selected as an Available Payment Method under Settings above.
It enables registrants to request that the event planner send an invoice to them. The planner can choose to collect the Purchase Order number or Cost Center code for the payment.
- Header Text — Text shown at the top of the payment option as a section break.
Default: Send an Invoice
- Option Label — Text shown next to a radio button for the registrant to select the payment method.
Default: Invoice My Institution
- Instructions — Text shown below the Header Text and Option Label.
Default: blank.
- "P.O. Number" — Default: P.O. Number
- "Cost Center" — Default: blank.
Billing Address Options
This section is displayed if Collect Billing Address is selected under Settings above.
- Header Text — Text shown at the top of the option as a section break.
Default: Billing Address
- Option Label — Text shown next to a radio button for the registrant to select the option.
Default: Use the billing address below:
- Instructions — Text shown below the Header Text and Option Label.
Default: Use the billing address below:
The following fields are each included in the form unless the corresponding text box on this page is blank.
- Bill to — Default: blank.
- Organization — Default: blank.
- Addr Line 1 — Default: " Address Line 1 "
- Addr Line 2 — Default: " Address Line 2 "
- City — Default: " City ".
- State/Province — Default: " State/Province "
- Zip — Default: " Zip Code "
- Province — Default: " Non-U.S. Province "
- Country — Default: " Country "
Shipping Address Options
This section is displayed if Collect Shipping Address is selected under Settings above.
- Header Text — Text shown at the top of the option as a section break.
Default: Shipping Address
- Option Label — Text shown next to a radio button for the registrant to select the option.
Default: Use the shipping address below:
- Instructions — Text shown below the header text and option label for each payment method.
The following fields are each included in the form unless the corresponding text box on this page is blank.
- Ship to — Default: " Ship to "
- Organization — Default: " Organization "
- Addr Line 1 — Default: " Address Line 1 "
- Addr Line 2 — Default: " Address Line 2 "
- City — Default: " City ".
- State/Province — Default: " State/Province "
- Zip — Default: " Zip Code "
- Province — Default: " Non-U.S. Province "
- Country — Default: " Country "
Payment Processing Messages (Advanced)
A pop-up window, accessed via: (Event) > Plan > Forms > (form) > Payment > Advanced (button at lower left)
Payment Processing Messages
The applicable payment processing messages will automatically display to notify the registrant about the status of his or her payment submission, unless the corresponding text box entry is blank.
- When processing payment in real-time:
Text shown above the Submit button for credit card processing.
Default: " The screen will turn into a printable receipt after this card has been approved. This process usually takes about 5 seconds. "
- When collecting payment information without real-time processing:
Default: " Your card will only be charged if you are confirmed into this event. You will receive written notification after payment has been completed. "
- When submitting information via a secure SSL (https://) connection:
Default: "<B> A note about security:</B> The information on this page is being transmitted securely using Secure Sockets Layers (SSL) to encrypt data. If the web address does not show "https://", it is because of the way your browser displays the frames of this page. "
- When submitting information via a standard (http://) connection:
Default: " Note: This credit card information is being processed on our standard server, so it will not be encrypted when transmitted over the internet. "
Transaction Detail Message
- Text to replace the standard transaction details: Any entry in this text box will replace the default transaction details.
Default: " 0 "
Customize Payment Error Messages
This section is shown only if you have selected a Payment Processing Account (see above).
You may customize the text of any of the error messages listed.
These are the messages displayed when an attendee's payment generates the relevant error. Many of those listed are specific to particular Online Payment Processors.
The default values are displayed initially. You only need to edit any of them if you want to change the text that would be displayed. The default text shown will be displayed if you don't edit it.
> Note: These customized messages are copied when you copy a form.
> Caution: There is no way to automatically change a customized error message back to its original default value. > Once saved, you would have to edit it again to change it.