Configuring credit card processes for a payment option of an event

  1. Select Settings > Event Financials > Event Credit Card Payments > Manage Credit Card Guarantee and Payment Settings. The Credit Card Processing page is displayed.
  2. Select a division and a site for configuring credit card process.
    Note: The configured credit card is applied when a Stripe or Vantiv/Worldpay credit card processing account is linked to the selected division or site.
  3. Specify this information in the ePayment Payment Types section:
    Master Event Payment Type
    The payment type applicable for scheduled deposit when making an epayment for a master event, using a credit card.
    Event and Function Payment Type
    The payment type applicable for scheduled deposit when making an epayment for an event and a function, using a credit card.
  4. Specify this information in the Event Package Guest Portal Payment section:
    Require Credit Card Payment
    Select this check box to make a credit card payment mandatory when booking a new event through the event package guest portal.
    Balance Due Payment Type
    The payment type used to book a new event through the event package guest portal.
  5. Specify this information in the Event Package Guest Portal Deposit section:
    Require Credit Card Deposit
    Select this check box to mandate a credit card deposit amount when booking a new event through the event package guest portal.
    Deposit Due
    The deposit amount charged when booking a new event through the event package guest portal.
    Percent Due
    The percent of balance due to be charged when booking a new event through the event package guest portal.
    Note: If the values in the Deposit Due and Percent Due fields are specified, the higher value is charged.
    Deposit Due Payment Type
    The payment type used for a deposit amount made when booking a new event through the event package guest portal.
  6. Specify this information in the Online Booking Self Service Portal Payment section:
    Balance Due Payment Type
    The payment type used when booking a new event through online booking self-service portal.
    Note: This payment type is used when the online booking payment type is set to Pay In Full. The Pay In Full payment type is considered when the pre-payment is done during the online booking process.
  7. Specify this information in the Online Booking Self Service Portal Deposit section:
    Deposit Due
    The deposit amount charged when booking a new event through the online booking self-service portal.
    Percent Due
    The percentage of the balance due is charged when booking a new event through the online booking self-service portal.
    Note: If the values in the Deposit Due and Percent Due fields are specified, the higher value is charged.
    Deposit Due Payment Type
    The payment type used for a deposit amount made when booking a new event online.
    Note: This payment type is used when the online booking payment type is set to Deposit. The Deposit payment type is considered when the pre-payment is done during the online booking process. This payment type is defaulted when the payment is done partially.
  8. Specify this information in the Online Ordering Self Service Portal Payment section:
    Balance Due Payment Type
    The payment type used when booking a new event through online booking self-service portal.
    Note: This payment type is used when the online booking payment type is set to Pay In Full. The Pay In Full payment type is considered when the pre-payment is done during the online booking process.
  9. Specify this information in the Online Ordering Self Service Portal Deposit section:
    Deposit Due
    The deposit amount charged when booking a new event through the online booking self-service portal.
    Percent Due
    The percentage of the balance due is charged when booking a new event through the online booking self-service portal.
    Note: If the values in the Deposit Due and Percent Due fields are specified, the higher value is charged.
    Deposit Due Payment Type
    The payment type used for a deposit amount made when booking a new event online.
    Note: This payment type is used when the online booking payment type is set to Deposit. The Deposit payment type is considered when the pre-payment is done during the online booking process. This payment type is defaulted when the payment is done partially.
  10. Specify the details related to deposits or payments being applied to guarantee event bookings in the Guarantee Instructions field.
    Note: This information is displayed to the guests who books event through the event guest portal or the online ordering guest portal.
  11. Specify this information in the Master Event Payment Receipt section:
    Send Email From
    The sender of the email related to the credit card payment receipt.
    Email Template
    The template used for composing the email.
    Note: 
    • You must select an email template to send the receipt.
    • You can clear the selected email template, using the Clear Email Template option.
  12. Specify this information in the Event Payment Receiptsection:
    Send Email From
    The sender of the email related to the credit card payment receipt.
    Email Template
    The template used for composing the email.
    Note: 
    • You must select an email template to send the receipt.
    • You can clear the selected email template, using the Clear Email Template option.
  13. Specify this information in the Function Payment Receipt section:
    Send Email From
    The sender of the email related to the credit card payment receipt.
    Email Template
    The template used for composing the email.
    Note: 
    • You must select an email template to send the receipt.
    • You can clear the selected email template, using the Clear Email Template option.
  14. Click Save.