How do I set up Methods of Payment?
The Sales Wizard opens ...
Add a Method of Payment: (There is no limit to the number of alternative forms of payment that you can add)
- Click the Method of Payment Wizard button or the link in the Quick Nav panel
The MOP Manager window opens ...
By default, the Credit Card MOP is ON. If you are not processing credit cards, then click the Edit button and disable the Credit Card MOP.
- Click the Add One button to add another Method of Payment
The Add Method of Payment window opens ...
Verify your MOP was saved
You can have as many alternative methods of payment as you need. Typically, these MOPs are used:
- Mail-In Check
- Bring Check to event
- Cash at the door
- Company PO
- School PO
What does the registrant see?
- If the registrant selects the Credit Card method of payment, they WILL SEE a credit card checkout page - if the purchase is successful, the registrant's Balance Due is set to $0.00; if not, then the registrant's Balance Due is set to the amount of their purchase
- If the registrant selects the Mail-in Check method of payment, they WILL NOT SEE a checkout page - the registrant's Balance Due is set to the amount of their purchase
Do you require a successful payment in order to register?
If you require a successful payment in order for a registrant to be considered registered, then you can set a flag on the credit card MOP screen. Edit the Credit Card method of payment.
This option WILL DISABLE all other methods of payment that you have defined.