Payments and Sub-Accounts

Documentation on creating and using Attendee Types for event management, including setup, uses, and configuration options.

Guide to creating and modifying custom Profiles reports, including Setup, Display, Groups, Subtotals, Columns, Filters, and Page sections.

Instructions on displaying subtotals and grand totals in event reports, including grouping and numeric columns.

Help article describing how to configure report grouping by summary groups for events in Certain.

Guidance for creating and managing consolidation reports across multiple events in a Certain account.

Documentation on configuring and displaying Attendee Types in the Attendee Form for event registrations.

Documentation of online and offline payment options, security settings, tax codes, and related financial configurations for events in Certain.

Documentation describing how to create and configure summary groupings for supplier reports in the Certain Help Center.

Help article describing how to display subtotals in supplier reports, including group subtotals and per-group/overall totals.

Guidance for creating and editing custom Supplier reports in the Certain platform, including setup steps, page structure, and field definitions.

Instructions to add and format a custom header and footer for Supplier Reports using the HTML Editor, including supported output formats and data-fiel...

Instructions to customize headers and footers for custom reports across formats.

Overview of subtotals in reports, including display formats, per-group counts, grand totals, and how to enable and configure subtotals.

Help article describing how to group report data into summary groups for printable formats.

Help article on configuring the Itinerary PDF appearance and content for events in Certain.

Instructions for adding a custom header and footer to profile reports using the HTML Editor, including supported formats and data fields.

Instructions for displaying subtotals on profile reports in PDF and HTML, including per-group counts and grand totals.

Guide to configuring grouping for profile reports, including multi-level groupings, date-based grouping, and display options.

Guidance for configuring e-commerce accounts, processors, currencies, and payment options in Certain.

Information on integration settings to use Stripe as a payment processor in events, including unsafe processing and enabling the setting.

Instructions to bulk upload translations in Touchpoint by exporting primary language content, translating in Excel, and re-importing.

Instructions for creating Info items, adding images, applying theming colors, and bulk uploading via spreadsheet.

Guidance for bulk uploading agenda sessions into Touchpoint, including required fields, mappings, and import steps.

Guidance for bulk uploading content to Touchpoint using separate spreadsheets and the Import Content workflow.

Guide on creating and applying percentage-based discounts to event registrations, including promo codes and logic-based discounts.

Step-by-step troubleshooting for payment processing on complete registrations in Certain's form-based payments.

Troubleshooting steps for changing an event's E-Commerce account in Certain, including currency lock and restoring deleted accounts.

Guidelines for handling chargebacks, adjustments, test payments, and refunds within payments and transactions.

Overview of common Cybersource payment errors and steps to resolve them.

Information for administrators on how e-commerce works and how to configure within Certain.

Instructions to set up and configure invoice templates in Certain, including template creation, options, and batch/invoice generation.

Instructions to set up cancellation fees, cancel registrations and agenda items, and process refunds.

Comprehensive guide to setting up an event in Certain, including event details, attendee types, agenda items, and display settings.

Help article detailing how to display subtotals in reports, including printable formats, grouping, and notes.

Administration overview for administrators to navigate account settings in the Certain platform.

A summary of all payments and refunds for all of the events in the current account, grouped by the payment type and date processed.

A summary of all payments and refunds for all events in the current account and sub-accounts, grouped by payment type and date processed.

Special considerations for updating speaker information in Touchpoint when speakers are synced from Certain Platform or added directly in Touchpoint.

Guidance on Pay.gov Response 4054 data validation errors and fixes.

Information about ACH refunds when using Certain Platform and instructions for processing refunds outside the platform.

Instructions for using an agenda item and a logic rule to apply discounts on a registration form.

Instructions to remove access to a Sub-Account in Certain Platform; deleting Sub-Accounts is not supported.

Explains how fees expire and how to change fee amounts in Certain, with examples and screenshots.

Guide to creating and managing Sub-Accounts within an Account on the Certain platform.

Guidance on configuring the Primary Display: background color, fonts, page width, alignment, header/footer, and dynamic data fields.

Release notes for 2025 Fall Release #4 (8.3.40), including enhancements, bugs, tool tips, and user updates.

Fall 2025 release notes for version 8.3.38, detailing bug fixes across Content Blocks, Forms, Attendee Types, Payment Processing, and Reporting.

Release notes for the 2025 Summer Release #3 (8.3.33.1), detailing enhancements, On-Demand Badges, and bug fixes.

Release notes for the 2025 Summer Release #1 (8.3.31) in the Certain Help Center.

Release notes for the 2025 Spring Release #5 (8.3.28), including enhancements to Registration Administration and fixes for Agenda Items, Stripe paymen...

Post-event tasks including closing registrations, refunds, and reporting for the Certain event platform.

Guidance for planning and creating registration reports for events in the Certain platform.

Instructions for adding optional options to an event in Certain, including Agenda, Accommodation, Payments, Logic, Additional Registrations, Entry, an...

Instructions for duplicating a report using the Report Copy Wizard in the Reports/Analyze page, including steps to copy a report and handling Changes ...

Overview of recurring sessions, delayed creation, fees, conflict checks, check-in, and edits.

Certain’s integration with Stripe enables fast, familiar payments for event registrations, sessions, and add-ons with secure, global infrastructure.

Training resources to maximize event success on the Certain platform, including Certain University and Training Webinars.

Infographic detailing how events drive revenue.

An eBook detailing how AI and event intelligence drive attendee engagement and revenue at events.

Video on demand featuring three proven ways to turn event leads into revenue quickly.

Certain announces expanded Stripe payments integration to support 100+ methods, global payments, and real-time analytics.

Certain’s integration with Stripe enables fast, familiar payments for registration, paid sessions, and add-ons, backed by Stripe’s secure global infra...

On-demand webinar about Event Intelligence and turning event data into revenue and results.

On-demand webinar about unlocking a deeper understanding of event attendees and delivering revenue from events.

Explains how event buying signals reveal buyer intent and how to activate them to drive revenue from events.

A detailed, seven-principle framework for turning events into revenue opportunities, inspired by Dreamforce 2025.

Explores how deep audience insights drive event success and revenue, and introduces Touchpoint Ignite.