Search results for Payments

43 articles found

• How do I stop the collection emails from going out?

  Charges that fail to go through are put in a dunning queue that is shown on the top of the Payments screen. You can remove an attendee from receiving the dunning emails: Event → Registrations →

• What kind of reporting do you have?

  The majority of the reports in our system are formatted like a spreadsheet with rows and columns for information. These reports can be customized, filtered, exported and saved by. We have over 50

• How do I process deferred payments?

  You can charge individual attendees by clicking the green charge my account button in the payment section of their registration.  Or, follow these steps to charge them all at once:  Go to the Event → 

• How do I enable/disable American Express payments?

  Club Profile  →  Account Options Under Premium Plan Options  → Uncheck or check the box for American Express  Update Options  Because of higher merchant fees, if AMX is enabled - American Express tran

• How do I view the failed payments for an event?

  Failed charge are put in a dunning queue that you can view at any time: Event → Registrations → Payments → Declined Payments. The failed payments are listed in a box at the top.

• What is deferred payment processing?

  Deferred payment processing allows you to collect payment information at the time of registration but not charge the account until some arbitrary later date. This could be when confirming a

• How to process a check payment

  1. Click the Offline payment link (in the Payment section of the registration)  2. Then enter the information and Save Payment: 

• How do I make payment optional?

  Using our deferred payment processing, you can occasionally allow attendees to register online but pay offline. The workflow is similar to making a hotel reservation: Set the event up for deferred

• How to approve registrations before processing payment

  Premium Plan customers can use this workflow: Set payment for the event to Deferred (that will collect the payment information, but not charge their credit card). You will be notified when registratio

• How to Process Payment after updating a registration

  If you have updated an attendee's registration and they now have Monies Due, you can replicate the payment portion of the registration process to process they payment:  Select the Credit Card link (be

• Why are you sending emails to my attendees for payment?

  When payments fail, we follow up on your behalf to automatically resolve the outstanding balances which is a process known as "dunning". Here´s how it works -- anytime an account on file is declined,

• How to redeem a discount code for an attendee

  Open the attendee registration → scroll down to Packages & Payments Use the Offline Payment choice to add the discount or credit Fill in the details and Save Payment. The attendee's packages and

• How to Update Email Notifications (on Join, on Reg, on Payment)

  Settings → Account Options Add email to desired notifications Update Options. Registration and Cancellation notices by default will be sent to the contact listed under Settings → Contact Info. You

• What reports do you have to export data for Autocross?

  The most commonly used autocross reports are in the   Attendee + Assignments section of  Reports. AxWare Event Export (PAX + Class) - Timing and scoring export for AxWare (current) AxWare Event Export

• How to Update an Attendee's registration

  While you are in the attendee's registration Packages & Payments → Edit or Add Packages  Make the changes Save Packages

• What are the premium plan features?

  The Premium Plan is full of many features to help you streamline your registration and increase participation. Below is a listing of a few of our most popular premium features: Online Payments The

• How to apply a credit to an existing registration.

  While you are in the registration: Go to the Packages & Payments section and click the Credit Card link Scroll up to see the credit is automatically applied Scroll down and click the I'm done finish

• How to copy/move an attendee from one event to another

  ​Open the attendee's registration → gear icon (next to name) → Copy/move registration. Select the target event to copy/move to → Select preferred Action → Choose the registration status → Add a note

• How to reopen a postponed or cancelled event

  If you cancel an event and now need to reopen it or reschedule it, here are some helpful tips to help you successfully move forward. First, determine which category your event falls into A: NO

• When will I receive my first deposit?

  All deposits are subject to a 3-day rolling reserve which means your deposit will include registration payments made from 3 days prior to your scheduled deposit date. Charges are grouped into

• How to get a financial report for my event

  Reports → Financials→ Event Transaction Report Choose an Event  Apply any filters and scroll down to View Report. The report is a good go-to report for all your needs as it allows you to see the event

• How to Create An Admin Package

  To remove the balance due from appearing on Attendee's accounts: Create an Admin Package: Locate the event from the Home or Events button located in your organization's black vertical navigation bar

• Booking Fee FAQ

  Why is an attendee booking fee being introduced? Doesn't the percentage-based organizer service fee already capture inflation costs? First, we know that nobody likes prices going up, including us. We

• Text & Copy | How to update advertisement, event terms and confirmation email

  The four steps below of the registration process can be tailored per event: Advertisement - first page from your direct link or the calendar Pre-Registration Requirements - more details and

• Organizer Video Experience

  Index Login as an organizer/Switch Between Organizations Navigate the home page People's Tab Add New Events Event Settings Form Builder Registrations Tab Reports Organization Setting's Tab Video#1 -

• How to charge an Event Deposit

  You can set up your event so that you can charge a deposit now and collect the remaining balance at a later date. 1. Payment Setting: On the Basic Settings page → Online Payment, click the button for

• How to test registration prior to opening an event

  It's always a good idea to preview your event and test a few registrations before going live to make sure the form looks and behaves the way you anticipated. Preview the Form Go into the Settings of

• How to give an attendee a credit on their account

  While you are in an attendee's account, you can give them a payment credit that can be applied to future events: 1. Scroll down until you see these 3 tabs on the left-hand side 2. Click on Payment Cre

• Admit a waitlisted attendee

  Event → Registration→Waitlist Select the attendee(s) you'd like to move off of the waitlist by checking the box in front of their name Choose Attendee Status→ Confirmed→ Update This will switch the

• How to put a future credit on an attendee's account

  Instead of a refund, you can give an attendee an in-system payment credit to be used exclusively for future events with your organization. Valid credits will be automatically applied at the time of re

• How does waitlisting work?

  Waitlist works by allowing attendees to register for an event, once a specific item has sold out. Once the item has sold out (if that item is set to allow waitlisting) a waitlist is started and the

• How do I refund an attendee?

  Online refunds back to the original form of payment are easy and free!  In the Payment section of the attendee's registration: Click the Refund button to the bottom right Enter the amount you want to

• Why was a wait list entry was charged

  If one person is registering two people, but only one registration inventory item is available, both entries are charged at the time of payment. ie - Eric Jr registered for both himself and his

• How to merge duplicate accounts

  Members → Merge Duplicate Search for duplicate → Select/check duplicate accounts → View Selected Accounts Review to ensure they are the SAME person → Retain account with login info or the correct

• How to include discount codes on a report

  Start with a report in the Financial section of reports (try the Event Transaction Report), then under the Edit tab, you can add the fields - Discount and Payment Notes

• How to delete a registration

  Click on the attendee's name Click registration status below the name Select "deleted" from the drop-down list → update. You are only able to delete a registration if there is no payment.

• How to process online check-in

  The entire registration is loaded with a check-in widget at the top which provides helpful prompts, especially for less experienced registrars: Confirm the participant's identity, membership,

• How to issue credits in bulk

  First, put all registrations in a canceled status:  Event → Registrations → Attendees Check the box to the left of the Choose Attendee Status box to select all of the registrations Select Cancelled fr

• Registration status, what do they mean?

  Registration status, also displayed as Attendee status, helps quickly identify information about a specific registration. Attendee Status Graphics Confirmed. Someone has reviewed and confirmed this

• Managing Accounts/Teams (Parent/Child Accounts)

  Setting Up Teams in MSR via MSR's Parent/Child Feature Every attendee begins by creating a profile in MSR that is used to register for events and contains their racing history. If an attendee has a

• Managing Inventory

  First, head over to Event Settings → Form Builder Classic Form Builder: Package Entry Package Inventory is managed by clicking on a package or entry-package from the Parts Bin (Left pane) These will

• Returning Event Organizers

  Returning Event Organizers The below information provides an overview of the settings you need to review and highlights the areas you may need to update when creating your new events. It will walk

• Packages and Inventory

  Perhaps the most key component of a registration, Packages and Inventory are the things you sell and how much you charge Features We have a two-tier system of packages and inventory which separate