Applying A Payment



You can apply payments to your registrant accounts several different ways:


a. Credit Card

If your system is set up for credit card processing, credit card numbers can be entered and charged here.  The system will not 'save' the payment details entered when using this function.


b. E-Check (ACH)

If your system is set up for e-checks processing, bank account and routing numbers can be entered and charged here.  The system will not 'save' the payment details entered when using this function.


c. Cash

Apply cash payments provided.


d. Check

Apply check payments provided.


e. Discount/Adjustment

Used when a Discount is provided to the registrant or a negative adjustment is needed.


f. Manual Refund

If a cash or check refund was provided to the registrant, this feature allows you to apply the amount provided and will update the balance accordingly.


g. Customer Vault

The Customer Vault option is tied to the Customer Vault in your payment gateway account (if Credit Card and/or E-Checks option is enabled).  When using this feature, the system will charge the credit card/bank account already on file for that registrant - usually the one used when the registration was originally created.




The payment options above can all be applied by going into the registrant's account and clicking on the blue Edit link in the Registration section.  From there:


1. Click the Make A Payment button.

2. Select the type of payment to be made (options shown above).

3. Enter the amount to be paid.

4. Click Submit.


5. Enter Comment.


6. Click Submit Payment.


7. Verify the payment applied under the Registration Details or Activity Log tabs.