Search results for Payments

35 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 → Payme

  • 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 can

  • 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 time of registration but not charge the account until some arbitrary later date. This could be  when confirming a registration,

  • 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 pa

  • 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: 

  • 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 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

  • 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 post popular premium features:  Online Payments The mo

  • How to copy an attendee from one event to another

    Open the attendee's registration → gear icon (next to name) → copy Select reg options to copy → Continue → Confirm Reg Options → Finish Copying  Note that this does  not move payments. It only moves t

  • 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 Skip Payment but

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

    Club Profile  →  Account Options  Add email to desired notifications  Update Options.

  • 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 deposits

  • 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

  • Text & Waiver | How to update advertisement, waiver 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 requiremen

  • 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 Dashboard or Events →  Settings → Registration Form Tab Parts Bin →  plus sign, Add

  • 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 at

  • Event Deposits

    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 redeem a discount code for an attendee

    Open the registration → click link for 'credit card' under Monies due Enter discount code at the top of the payment screen Scroll to the bottom & click 'Skip Payment' to process just the discount code

  • 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

  • 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 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 fathe

  • 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 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 emai

  • How to test registration prior to opening an event

    Set the registration open date to the current date Keep event set to private Send the the direct link (from the Basic Settings page) to the first page of registration to your helpers If you're taking

  • 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, license,

  • 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

  • Returning Organizer Refresher w/video (7 min)

    Returning Event Masters This video gives you 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 you through the

  • 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 the