ereg Event Info Manual Payment Settings

Transcription

1 ereg Event Info Manual Payment Settings Fees & Payments Tab: The fees & payment tab consists of three different pages; Standard fees, Discount Codes, and Payment Settings. Below is a detailed explanation of Payment Settings. Payment Settings: The payment settings page allows you to edit the currencies used by your event and the ways in which your registrants can pay for your event. You can also specify other payment related text such as your terms and conditions or your cancellation policy. The payment settings page consists of three sections; Currencies, Payment Methods, and Other Payment Information. These three sections are described in detail below. Standard Currency and Payment Gateway: You can use the currency section to dictate the currencies displayed by your event when the registrant has to pay. You can also select your payment gateway by selecting one in the dropdown box. Standard Currency: is the currency in which you specify the cost of each item There are 28 Pre-loaded Currencies to choose from which include: 1

2 US Dollar, Australian Dollar, Euro, Canadian Dollar, Czech Republic Koruny, Danish Kroner, Hong Kong Dollar, Indonesian Rupiah, Indian Rupee, Swedish Krona, South Korean Wan, Mexican Peso, Malaysian Ringgit, Norwegian Kroner, New Zealand Dollar, Philippine Peso, Pakistani Rupee, Polish Zltych, Chinese Renminbi, Russian Rubies, Singapore Dollar, UK Sterling, Thai Baht, Taiwan Dollar, US Dollar Full, Vietnamese Dong, Japanese Yen, South African Rand. Payment Gateway: select the payment gateway you would like to use by selecting it from the dropdown box Map gateway field to event question: this setting allows you to map any data you are collecting from your registrants through to your payment gateway. Note that not all gateways support this feature. Adding a Secondary Currency: You can always add a second currency to your event as well within etouches. You may want to do this if your event involves attendees from more than one country. To do this, click the Add Second Currency. Once you click the button, a small window will open that looks like the one below: In this window you will need to choose the second currency from the dropdown box and then enter in the exchange rate beneath that. Once you have finished select Save & Close. Once you have saved your second currency, the currency list should look something similar to this: 2

3 Payment Methods: The payment method section allows you to regulate the way in which registrants can pay for the event. You have to select if you are processing credit cards online, offline, or not taking credit cards at all. Processing Credit Cards Online: you can set up your own payment gateway. For help setting up a payment gateway with your preferred provider, [email protected]. If you select that you want to process credit cards online you will have to select which credit card types you are accepting from the following: You also will need to check whether or not your attendees should have to enter their 3 digit security code assigned with their card. Processing Credit Cards Offline: You can also process credit cards offline, this means that ereg will take credit card details of your registrants and store them in the database. You can then extract the numbers from the system and process them however you normally would. Please not that Credit Card company regulations prohibit us from storing the CVV2 number for you in our database, so this can only be used if you process cards online. No, not accepting credit cards: selecting this option eliminates the option for your registrants to use credit cards to make a payment. If this is selected you can still use other forms of payment. Other Payment Options: If you are accepting other forms of payment besides credit cards, you can specify which payments below the credit card section. Here you ll select which payment means will be available for your registrant to use by checking the box under the public column to the left of the payment name, you can also check the box under the admin column if you want this payment to be available to administrators as well. 3

4 Edit Billing Info: You can edit the billing information for each option you choose, but before clicking the button labeled Edit Billing Info, scroll to the bottom of the page and select Save & Stay so the payment options you may have added or deleted will be recognized when you edit the billing info. Now click Edit Billing Info. After you have done this, a window will populate with checkboxes for what will be asked when a registrant selects a certain payment option. 4

5 There will be sections for each payment option that you have available. At the bottom of this page you will see a checkbox that when checked will pre-populate the billing information from the attendee information page, checking this can save your registrant time when going through the process. Other Payment Information: The Other Payment Information section of the payment settings page is where you enter in the regulations or important information about the payment. 5

6 Terms & Conditions: any terms and/or conditions that apply to your payment settings should be entered here. You can use the HTML editor to format the text Cancellation Policy: input any information about a cancellation policy here, you can use the HTML editor to format the text Privacy Policy: input any information regarding the privacy policy here, you can use the HTML editor to format the text Payment Instructions: input payment instructions in this field, you can use the HTML editor to format the text Receipt Issued By: input the receipt issued by text here, you can use the HTML editor to format the text Hide Payment Instructions if amount owed is zero : checking this box will hide the payment instructions if the attendee s total amount due is zero Allow registration to continue if transaction fails : checking this box will allow the attendee s registration to go through even if their transaction fails 6

7 Editing Other Payment Information: to edit the information shown in any of these fields, you can click the HTML editor button ( ) to the right of the field. Once you click this, a new window will open with an HTML editor as shown in the screen shot below. Once you have entered in the information you want, click save and then you will be redirected to the payment settings page where you will then have to select either Save & Stay or Save & Exit. 7