The Payment page enables attendees to make payments for any fees associated with registrations, including agenda items.
The Payment page is shown only if the form is configured to display it (Plan > Forms > Setup) and if the registration has a balance due when the registration form is completed.
A video titled "Adding a Payment Processor to a Form" (2 minutes) is available.
Section Header
A section header is 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 inactive for that page or section.
For each of the three text boxes, the HTML Editor can be opened by clicking the </> icon in the lower right corner.
Otherwise, plain text can be entered and HTML tags can still be included.
Entry shown above the header bar, at the top of the page or section, is labeled "Instructions."
Entry shown in the header bar is labeled "Header Text" and defaults to "Provide Payment Information."
Entry shown directly below the header is labeled "Text Below Header" and can contain detailed information.
Settings
Available Payment Methods: Select the payment methods to make available to a registrant.
Only the payment options that were selected in Plan > Event Setup > Payments are displayed here.
Online options depend on the Online Payment Processor selected above and can include methods such as ACH, Amex, Diners, MasterCard, Visa, etc.
Other options include Cash, Wire, Check, and P.O.
For each payment method selected here, the text labels next to the input fields can be customized; see the following sections.
The following three options are especially useful for on-site registrations.
Allow registrant to edit the payment amount: If selected, a registrant can enter any amount to apply toward the balance due and can submit multiple payments until the balance is complete.
The option is useful when a registrant wants to pay some fees with a personal credit card and the balance with another method.
A value greater than the Balance Due can be entered on the form only when the form is viewed from the Admin side by the planner.
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 can edit a refund amount in the case of an overpayment and can process their own refund online.
The refund process is described in the article "How to Process refunds."
The "Refund Due" and "Refund Amount" custom label text boxes change the labels displayed on the form.
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 displayed on forms that have Make this form available on the Admin side selected.
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, a check box appears in the Pay Later (via Check) section labeled "Check here to confirm that the payment has been received."
The label can be customized with a custom label text box.
This option is intended for use when data-entry personnel are entering registrations received with check or money order payments.
Autogenerate and Send Invoice: If selected, registrants can automatically generate an invoice and have it sent with their confirmation email.
If this option is selected, a Template must also be chosen from the drop-down list.
The Attendee Invoice Request Confirmation field label is used for the check box on the form and defaults to "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 appears below.
Collect Shipping Address: If selected, the Shipping Address Options section appears below.
Shipping address fields can be used in profiles and event registration records and can be included in reports, confirmations, email templates, and form logic.
Online Payment Processing: This section appears if at least one credit card is selected as an Available Payment Method in Settings.
Process payments online for this form: Select this to process registrations in real time via an internet payment gateway.
The remaining fields in this section appear only if online processing is selected.
Match Zip Code: Require that the billing zip code entered on the form matches the credit card billing zip code.
Match Street Number: Require that the billing street address entered on the form matches the credit card street address.
Require AVS "Yes" Response: Address Verification Service (AVS) is offered by many card-issuing institutions and enables a merchant to compare the street number and/or zip code with the issuer records.
Collect CSC Number: Add a field to collect the Card Security Code for the credit card.
Note: Visa credit card payments for Canadian merchants must include this CVV2 code.
Require CSC "Yes" Response: Require that the CSC entered on the form matches the card CSC.
Transaction Details Options: This page shows a detailed list of charges applied to the registrations being completed.
Show refund/cancellation policy: If selected, the refund policy (entered via Plan > Forms > Confirmation or Plan > Event Setup > Default Confirmation) will appear below the Submit button.
Show privacy policy: If selected, the privacy policy (entered via Plan > Forms > Confirmation or Plan > Event Setup > Default Confirmation) will appear below the Submit button.
Balance Due: Text used as the label for the balance owed and defaults to "Balance due."
Credit Card Payment Options: This section appears if the Credit Card option is selected as an Available Payment Method under Settings.
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, credit card payments will be processed in real time after submission.
Header Text: Text shown at the top of the payment option as a section break and defaults to "Pay via Credit Card."
Option Label: Text shown next to a radio button for selecting the payment method and defaults to "Charge my credit card."
Instructions: Text shown below the header text and option label for the payment method and has no default value.
The following fields are included in the form unless the corresponding text box is blank.
CC Type: Default is "Credit Card Type."
CC Number: Default is "Credit Card #."
Exp. Date: Default is "Credit Card Exp. Date."
Card Holder: Default is "Name as it appears on card."
CSC Number: Default is "CSC Number."
What is the CSC #?: Default text for this link is "What is the CSC Number?"
Charge on Statement: Default is "The charge will appear on your credit card statement as."
Note: These labels are also used for the Accommodation section in a form, where they apply to the card used to reserve the room, not to actual payment.
Pay via Wire Options: This section appears if the Wire option is selected as an Available Payment Method under Settings.
It enables registrants 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 and defaults to "Wire Payment."
Option Label: Text shown next to a radio button for the registrant to select the payment method and defaults to "I will pay by wire transfer or electronic check."
Instructions: Text shown below the header text and option; no default value.
The following fields are included in the form unless the corresponding text box is blank.
Bank Routing Code: Default is "Bank Routing Code."
Checking Account Number: Default is "Checking Account Number."
Check Number: Default is "Check Number."
Identification Number: Default is "Identification Number?"
How do I find: Default text for the instructional pop-up is "How do I find the routing and bank number?"
ACH Payment Options: This section appears if the ACH option is selected as an Available Payment Method under Settings and is only available if the Online Payment Processor includes it.
Header Text: Text shown at the top of the payment option as a section break and defaults to "ACH Payment."
Option Label: Text shown next to a radio button to select the method and defaults to "I will pay by ACH bank transfer or electronic check."
Instructions: Text shown below the header text and option; no default value.
The following fields are included in the form unless the corresponding text box is blank.
Bank Routing Code: Default is "Bank Routing Code."
Checking Account Number: Default is "Checking Account Number."
Check Number: Default is "Check Number" and is optional for ACH.
Name on Bank Account: Default is "Name on Bank Account."
How do I find: Default is "How do I find the routing and bank number?"
Check Payment Options: This section appears if the Check option is selected as an Available Payment Method under Settings.
It enables registrants 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 and defaults to "Pay Later."
Option Label: Text shown next to a radio button for the registrant to select the payment method and defaults to "I will send a check."
Instructions: Text shown below the header text and option label; no default value.
The following fields are included in the form unless the corresponding text box is blank.
Check Number: Default is "Check No."
Identification Number: Default is blank.
Bank Routing Code: Default is blank.
Bank Account Number: Default is blank.
Pay Later: The text in the form appears here.
Cash Payment Options: This section appears if the Cash option is selected as an Available Payment Method under Settings.
Header Text: Text shown at the top of the payment option as a section break and defaults to "Cash Payment."
Option Label: Text shown next to a radio button for the registrant to select the payment method and defaults to "Enter a cash payment."
Instructions: Text shown below the header text and option label; defaults to blank.
The following fields are included in the form unless the corresponding text box is blank.
Invoice (Bill Me) Request Options: This section appears if the P.O. option is selected as an Available Payment Method under Settings.
It enables registrants to request that the event planner send an invoice and to collect a 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 and defaults to "Send an Invoice."
Option Label: Text shown next to a radio button for the registrant to select the payment method and defaults to "Invoice My Institution."
Instructions: Text shown below the header text and option label; no default value.
P.O. Number: Default is "P.O. Number."
Cost Center: Default is blank.
Billing Address Options: This section appears if Collect Billing Address is selected under Settings.
Header Text: Text shown at the top of the option as a section break and defaults to "Billing Address."
Option Label: Text shown next to a radio button for the registrant to select the option and defaults to "Use the billing address below."
Instructions: Text shown below the Header Text and Option Label.
The following fields are included in the form unless the corresponding text box is blank.
Bill to: Default is blank.
Organization: Default is blank.
Addr Line 1: Default is "Address Line 1."
Addr Line 2: Default is "Address Line 2."
City: Default is "City."
State/Province: Default is "State/Province."
Zip: Default is "Zip Code."
Province: Default is "Non-U.S. Province."
Country: Default is "Country."
Shipping Address Options: This section appears if Collect Shipping Address is selected under Settings.
Header Text: Text shown at the top of the option as a section break and defaults to "Shipping Address."
Option Label: Text shown next to a radio button for the registrant to select the option and defaults to "Use the shipping address below."
Instructions: Text shown below the header text and option label for each payment method.
The following fields are included in the form unless the corresponding text box is blank.
Ship to: Default is "Ship to."
Organization: Default is "Organization."
Addr Line 1: Default is "Address Line 1."
Addr Line 2: Default is "Address Line 2."
City: Default is "City."
State/Province: Default is "State/Province."
Zip: Default is "Zip Code."
Province: Default is "Non-U.S. Province."
Country: Default is "Country."
Online Payment Processing
This section is displayed if at least one credit card is selected as an Available Payment Method under Settings.
Process payments online for this form: Select this to process registrations in real time via an internet payment gateway.
The remaining fields in this section are displayed only if this option is selected.
Select a Payment Processing Account: Select a payment processing account from the list set up by an Administrator on Account Settings > Registration > Financial Data > E-commerce Accounts.
Note re editing: After a payment has been processed in an event, only payment processors for the same currency as that payment are available for selection.
Note: The available fields depend on the Online Processor selected and how the Administrator configured the Certain account.
Match Zip Code: See Settings above.
Match Street Number: See Settings above.
Require AVS "Yes" Response: Address Verification Service is offered by many issuers and enables the merchant to compare the street number and zip code with the issuer.
Collect CSC Number: Add a field to collect the Card Security Code for the credit card.
Note: Visa credit card payments for Canadian merchants must include this code.
Require CSC "Yes" Response: Require that the CSC entered on the form matches the CSC for the credit card.
Transaction Details Options
This page is displayed with a detailed list of the charges applied to the registration(s) being completed.
Show refund/cancellation policy: If selected, the refund policy will appear below the page's Submit button.
Show privacy policy: If selected, the privacy policy will appear below the page's Submit button if applicable.
Balance Due: Text used as the label for the balance owed and defaults to "Balance due."
The section also includes other transaction-related options described in this article.
Credit Card Payment Options
This section is displayed if the Credit Card option is selected as an Available Payment Method under Settings.
The section enables the form to collect credit card information (type, number, expiration date, and name).
If the form has a processing account and processes payments online, credit card payments are processed in real time after submission.
Header Text: Text shown at the top of the payment option as a section break and defaults to "Pay via Credit Card."
Option Label: Text shown next to a radio button for the registrant to select the payment method and defaults to "Charge my credit card."
Instructions: Text shown below the header text and option label for the payment method and has no default value.
The following fields are included in the form unless the corresponding text box is blank.
CC Type: Default is "Credit Card Type."
CC Number: Default is "Credit Card #."
Exp. Date: Default is "Credit Card Exp. Date."
Card Holder: Default is "Name as it appears on card."
CSC Number: Default is "CSC Number."
What is the CSC #?: Default text for this link is "What is the CSC Number?"
Charge on Statement: Default is "The charge will appear on your credit card statement as."
Note: These labels are also used for the Accommodation section in a form.
Pay via Wire Options
This section is displayed if the Wire option is selected as an Available Payment Method under Settings.
It enables registrants 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 and defaults to "Wire Payment."
Option Label: Text shown next to a radio button for the registrant to select the payment method and defaults to "I will pay by wire transfer or electronic check."
Instructions: Text shown below the header text and option; no default value.
The following fields are included in the form unless the corresponding text box is blank.
Bank Routing Code: Default is "Bank Routing Code."
Checking Account Number: Default is "Checking Account Number."
Check Number: Default is "Check Number."
Identification Number: Default is "Identification Number?"
How do I find: Default is "How do I find the routing and bank number?"
ACH Payment Options
This section appears if the ACH option is selected as an Available Payment Method under Settings.
Header Text: Text shown at the top of the payment option as a section break and defaults to "ACH Payment."
Option Label: Text shown next to a radio button to select the method and defaults to "I will pay by ACH bank transfer or electronic check."
Instructions: Text shown below the header text and option; no default value.
The following fields are included in the form unless the corresponding text box is blank.
Bank Routing Code: Default is "Bank Routing Code."
Checking Account Number: Default is "Checking Account Number."
Check Number: Default is "Check Number" and optional for ACH.
Name on Bank Account: Default is "Name on Bank Account."
How do I find: Default is "How do I find the routing and bank number?"
The default text can be customized for these fields.
Check Payment Options
This section appears if the Check option is selected as an Available Payment Method under Settings.
It enables registrants 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 and defaults to "Pay Later."
Option Label: Text shown next to a radio button for the registrant to select the payment method and defaults to "I will send a check."
Instructions: Text shown below the header text and option label; defaults to blank.
The following fields are included in the form unless the corresponding text box is blank.
Check Number: Default is "Check No."
Identification Number: Default is blank.
Bank Routing Code: Default is blank.
Bank Account Number: Default is blank.
Cash Payment Options
This section appears if the Cash option is selected as an Available Payment Method under Settings.
Header Text: Text shown at the top of the payment option as a section break and defaults to "Cash Payment."
Option Label: Text shown next to a radio button for the registrant to select the payment method and defaults to "Enter a cash payment."
Instructions: Text shown below the header text and option label; defaults to blank.
Invoice (Bill Me) Request Options
This section appears if the P.O. option is selected as an Available Payment Method under Settings.
It enables registrants to request that the event planner send an invoice.
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 and defaults to "Send an Invoice."
Option Label: Text shown next to a radio button for the registrant to select the payment method and defaults to "Invoice My Institution."
Instructions: Text shown below the header text and option label; defaults to blank.
P.O. Number: Default is "P.O. Number."
Cost Center: Default is blank.
Billing Address Options
This section is displayed if Collect Billing Address is selected under Settings.
Header Text: Text shown at the top of the option as a section break and defaults to "Billing Address."
Option Label: Text shown next to a radio button for the registrant to select the option and defaults to "Use the billing address below."
Instructions: Text shown below the Header Text and Option Label.
The following fields are included in the form unless the corresponding text box is blank.
Bill to: Default is blank.
Organization: Default is blank.
Addr Line 1: Default is "Address Line 1."
Addr Line 2: Default is "Address Line 2."
City: Default is "City."
State/Province: Default is "State/Province."
Zip: Default is "Zip Code."
Province: Default is "Non-U.S. Province."
Country: Default is "Country."
Shipping Address Options
This section is displayed if Collect Shipping Address is selected under Settings.
Header Text: Text shown at the top of the option as a section break and defaults to "Shipping Address."
Option Label: Text shown next to a radio button for the registrant to select the option and defaults to "Use the shipping address below."
Instructions: Text shown below the header text and option label for each payment method.
The following fields are included in the form unless the corresponding text box is blank.
Ship to: Default is "Ship to."
Organization: Default is "Organization."
Addr Line 1: Default is "Address Line 1."
Addr Line 2: Default is "Address Line 2."
City: Default is "City."
State/Province: Default is "State/Province."
Zip: Default is "Zip Code."
Province: Default is "Non-U.S. Province."
Country: Default is "Country."
Payment Processing Messages (Advanced)
A pop-up window, accessed via Event > Plan > Forms > (form) > Payment > Advanced, can be opened from the lower-left corner.
The applicable payment processing messages will automatically display to notify the registrant about the status of the payment submission unless the corresponding text box entry is blank.
Payment Processing Messages
The applicable payment processing messages automatically display to notify the registrant about the status of the payment submission unless the corresponding text box entry is blank.
When processing payment in real-time: The message appears above the Submit button for credit card processing.
When processing payment in real-time: The default message is that the screen will turn into a printable receipt after card approval.
When collecting payment information without real-time processing: The default message indicates that the card will be charged only if the registrant is confirmed into the event.
When submitting information via a secure SSL connection: A note about security explains that the information is transmitted securely using SSL.
When submitting information via a standard (http) connection: The default note explains that the credit card information is processed on a non-encrypted server.
Transaction Detail Message
This section allows replacement of the standard transaction details with custom text.
The default value is "0."
Customize Payment Error Messages
This section is shown only if a Payment Processing Account has been selected.
The text of any error messages listed can be customized.
These messages populate when an attendee's payment generates the relevant error.
Many of the messages are specific to particular Online Payment Processors.
The default values are displayed initially and can be edited as needed.
These customized messages are copied when a form is copied.
Caution: There is no automatic way to revert a customized error message to its original default value after saving.