Registration Form Templates: Payments Group

Each public registration configuration requires a payment method, even if there is no charge related to registering for the event.

You use the Payments Group to configure the following for public-facing registration:

• Payment configuration for the event - You can select an already configured payment configuration  or you can create payment options specific to the event. 
• Set the default payment type
• Add-On Items
• Allow selection of a different bill-to account
• Terms & Conditions

To configure the Payments Group for a registration form template:

1. Click the Events link from the Main Menu. The Events screen opens.
2. Select the event for the registration setup.
3. Right-click and select Tools -> Registration Setup. The Registration Setup screen opens.
4. Select the Registration Form Setup tab.
5. Expand the Appearance section.
6. Click the Edit Form Template hyperlink next to the Form Template - Online Configuration drop-down. The Form Template screen opens.
7. Select Payment under the Payments Group heading.
8. Click the Edit Component hyperlink in the Payments Group on the right. The Edit Payment Form Section screen opens.
9. Enter the necessary information:
   • Heading - Text that displays as a header on the Payment page.
   • Caption - Text that displays below the header on the Payment page.
   • Registration Payment Configuration Options - Select one of the following options: 
     • Use Payment Configuration - Uses an existing payment configuration. Select the payment configuration from the Available Payment Configuration drop-down. Any payment configuration selected may have payment options enabled that are not viable as payment methods for online registration (for example, cash or check). These payment methods are ignored and do not display online.
     • Use Registration Payment Configuration - Configure the payment options specific to this event. The following fields become available:
       • Payment Plan - If checked, a payment plan is available for selection on the payment page in public-facing registration. The followings fields become available:
         • Payment Plan - Available payment plan(s).
         • Make Payment Plan Required - If checked, the registrant must select a payment plan to continue with registration.
         • Default Payment Plan - If you have multiple payment plan options available, you can select which payment plan you want to be the default. 
       • Pay Later - If checked, the registrant can choose to make payment later and can submit the registration without making any payment. Use this option if there is no charge for the registration, if payment is expected upon entry to the event, or if the registrant can make payment using other methods (for example, check or money order sent via mail). If a registrant selects this option, no payment is applied to the order's balance due.
       • Pay By PO - If checked, the registrant can choose to enter a purchase order number as payment. If a registrant selects this option, no payment is applied to the order's balance due. The following field becomes available:
         • PO Documents - Click Manage to add your document category if collecting purchase order documents.
       • Configure other payment options - If checked, you can configure the following additional payment options. You can only enable one of these options at a time. For each option, no payment is applied to the order's balance due.
         • Pay By Wire Transfer - Allows payment via wire transfer. Verify there is a wire transfer receivable transaction type before making this available. This option does not perform the actual wire transfer. You must complete the wire transfer process separately.
         • Pay By Internal Transfer -  Allows payment via an internal transfer of funds. Verify there is an internal transfer receivable transaction type before making this available. This option does not perform the internal transfer. You must complete the internal transfer process separately. 
         • Custom Payment - Create a unique payment option for any additional payment types. 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. 
       • Pay By Credit Card - If checked, the registrant can choose to pay by credit card. The following fields become available:
         • Credit Card Handling Method - Determines how credit card information is managed. If System Parameter AR 000 is configured, the system overrides anything selected below and uses the setting in the parameter. See Store Credit Card Information in Ungerboeck for more information.
           • Do not collect credit card information - After a credit card payment is processed, the payment information is created in Momentus Enterprise but the credit card information is not stored in Enterprise.
           • Collect credit card information but do not process the payment - Credit card information is stored in Enterprise but the payment is not processed when the order is submitted. You must process the credit card separately. The credit card information is encrypted. The CSC/CVV/CVC number is never stored. See Ungerboeck and PCI Compliance for more information about storing credit card information.
           • Collect credit card information and process the payment - The credit card payment is processed and the credit card information is stored within the software. The credit card information is encrypted. The CSC/CVV/CVC number is never stored. See PA-DSS Compliance and PCI Compliance for more information about storing credit card information.
         • Credit Card - Credit cards available for selection to the registrant.
         • Default in credit card information - If checked, the registrant information (name, address, etc.) defaults into the payment fields. 
       • Pay By Electronic Check - If checked, the registrant can choose to pay by electronic check. When the order is submitted, the electronic check process is initiated. The following field becomes available:
         • Payment Method -Payment method to use for electronic check payments.
       • Pay By PayPal - If checked, the registrant can pay using PayPal Express. Verify there is a PayPal Express receivable transaction type before making this available. See PayPal Express Checkout for more information. The following field becomes available:
         • Payment Method - Payment method to use for PayPal Express Checkout.
       • Pay By Gift Certificate - If checked, the registrant can pay using a voucher code. See Gift Certificate Redemption in Public Registration for more information.
       • Default payment type - Default payment type. When the registrant arrives at the payment page, this is the payment type initially selected. If no payment type is selected, it defaults to the first available payment type.
   • Show Add-On Item Section - If checked, registration add-on items are available for selection. See Add-On Registration Items for more information, including the additional fields that become available. 
   • Show Bill-To Selection - If checked, the registrant can select a different bill-to account/contact that is responsible for payment. You must use a multi-page public-registration site for the bill-to account selection to display. The following fields become available:
     • Bill Another (Includes Bill-To Contact Type) - If checked, the registrant can select another account that is responsible for payment that has a bill-to contact relationship to his/her own account.
       • Other Relationship Types - If there is a relationship between the registrant and another account with the selected relationship type(s), the account is available for selection as a bill-to account.
     • Add an Organization Account - If checked, the registrant can create a new organization account as the bill-to account that is responsible for payment. Click the hyperlink next to the Select Bill-To Organization Account Fields to select the account fields for the registrant to complete for the new bill-to organization. 
     • Add an Individual Account - If checked, the registrant can create a new individual as a bill-to account that is responsible for payment. Click the hyperlink next to the Select Bill-To Individual Account Fields to select the account fields for the registrant to complete for the new bill-to individual.  
     • Add both an Individual Account and an Organization - If checked, the registrant can create a new account and contact as a bill-to account and contact that is responsible for payment. 
   • Enable Terms and Conditions - If checked, the registrant must check the Terms & Conditions check box that indicates the person has read and agreed to the terms and conditions before submitting the registration. Once checked, a text box is available to enter the terms and conditions.
   • Has Page Break - If checked, there is a page break before the Payments page.
10. Click OK.