If you need a payment type not available by default within the software you can create a custom payment type. Examples of custom payment types include paying by contract number or code. No payment is applied to the order's balance due when using custom payment types.
To create a custom payment type:
- Click the Events link from the Main Menu. The Events screen opens.
- Select the event for the registration setup.
- Right-click and select Tools -> Registration Setup. The Registration Setup screen opens.
- Select the Registration Form Setup tab.
- Expand the Appearance section.
- Click the Edit Form Template hyperlink next to the Form Template - Online Configuration drop-down. The Form Template screen opens.
- Select Payment under the Payments Group heading.
- Click the Edit Component hyperlink in the Payments Group on the right. The Edit Payment Form Section screen opens.
- Check the Configure other payment options check box. The Other Payment Options radio buttons become available.
- Select the radio button for the custom payment to make available: Pay By Wire Transfer, Pay By Internal Transfer or Custom Payment. The following fields become available:
- Description - Name for the payment type.
- Required Text Field - Free-form text field for the registrant to enter applicable payment information.
- Complete any other additional payment options. See Registration Form Templates: Payments Group for more information.
- Click OK.
Comments
10 comments
I was thinking if we would be able to setup multiple require fields under custom field options when setting up the payment options in step 4, example - Authorisation code, Authorisation Name/Manager Name for Approval, Requested by?
0 upvotes
We do not have this option available today, however I recommend using the order custom fields to track this information. These fields can be setup as required.
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This field is perfect for what we are looking for from the customer side. However is there a reason this is not editable (appears to be not editable) on the user side. Customers will make mistakes in entering this info and since there is not edit during entry staff will need to edit this field (Payment Type Text).
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Hi Scott,
Have you checked your access management settings? I think is available for edit in back office.
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Danilo,
Is the option for more than one field available or is it in the works? With an update to the University financial system, I do have the need to have a second required field available for internal payments.
Tim
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I'm trying to locate the information that is entered in the payment screen for "internal Transfer payment" for registration. I've searched order registrants tab, and order items tab, and in the Cash RR screens but unable to locate that information. How can I locate what was entered at the time registration was submitted?
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Hi Jeanne,
Have you checked for the field called Payment Type Text? I believe this will hold the text added for any custom payment types. You may have to add the field via Edit Layout on the Registration Order window.
Please let me know how you go.
Many thanks,
Chelsea
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Hi Chelsea, I don't have an option for Payment type text anywhere on my screen. Payments options also doesn't allow me to edit the layout. is it somewhere else?
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Hi Jeanne,
Are you on the Edit Registration Order window? If you don't see the Payment Type Test field on this window, you would need to use the Edit Layout option in the bottom right corner of the screen to add the field to your layout. If you don't have the Edit Layout option, you will need to ask someone with administration rights to help you.
Many thanks,
Chelsea
0 upvotes
Thank you I was looking in the form set up I located it on the edit order.
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