Accepting Online Payments

Tutorial Menu

		Tutorial Home

		Upward Help

		Account Settings

		Create New Event

		Edit an Event

		Build a Form

		Edit Registrations

		Wait Listing

		Broadcast Message

		Online Payments

		Viewing Data

		Exporting Data

		Sharing Data

		Sign Up Page

Topics of Discussion
Create a Paypal Account | Adding Online Payment Option
Testing your Payment Settings | How the Payment Process Works
Online Payment Fees | Paypal Cart

Through our integration with Paypal, EasyREG allows you the ability to accept online credit card payments for your registration fees. This capability is one that you can, on a per event basis, turn off or on. Getting started with your online payment process is simple.

Create a Paypal Account

If your organization does not yet have a Paypal account, setting one up is an easy process. Go to the Paypal site and follow their instructions to complete the process for creating an account and linking it to your organization's bank accounts (to allow for transfer of the money into your account). You will probably want to setup a business account so that when your users go to pay online they will see your organizations name on the payment form and not just your Paypal email address. After you have completed that, come back to this site and continue with the setting up of your online payment system.

Adding Online Payment Option to your Event

To add the ability for a user to pay for an event's registration fee online do the following:

Go to "Create New Registration" or "Edit Settings" link depending if this is a new or existing registration.
Near the bottom of the page and you will see the Online Payment Setup questions.
Activate the online payment capability by setting this option to 'Yes".
Fill in your Paypal primary email address. Make sure the spelling is correct!
Enter in the registration fees associated with the event. For a tutorial on setting up your fees, visit our fee setup page.
Save your changes.

EasyREG will not allow you to turn on this capability if you do not enter in a Paypal email address and a registration fee amount.

Test your Online Payment Settings

Once the payment information is entered in you will want to test your payment system before making it live (especially if this is your first online payment event). By using your registration form submit a registration. Work your way through the registration and payment process. Once you have completed the registration and payment process you can go into your Paypal account and refund yourself your funds (with no handling charges or fees assessed). This capability is part of Paypal and is good for the first 30 days that you receive a credit card payment.

How the Payment Process Works?

EasyREG provides three ways for an event to collect fees ... Pay by Check, Pay by Credit Card or Pay by Check or Credit Card.

Pay by Check - Setup
EasyREG provides an easy mechanism to collect event fees without accepting credit card payments. To collect fees via check only do the following:
- Click on "Edit Event Settings" for your event and scroll down to the bottom of the screen to the Payment Settings section.
- Select the option "Accept only Check payments which will be collected offline".
- Fill in the fee values and descriptions.
- Scroll back up the page and be sure you have selected to send the approval email templates for this event (this is where you will enter in all the payment information).
- Save your event settings.
- Now go back into your event settings and select up top to edit the approval email template.
- Edit your selected email template and enter in all the payment fees and mail to address information.
Pay by Check - How it Works
Now that your event is setup, here is how the check collection process works.
- A person registers and the event automatically goes into approved state with a payment status of "Pay by Check"..
- Since the payment information was placed in the approval email then the registrant will receive the instructions when the approval email is automatically sent.
- When a check is received the event administrator goes into event and marks the registration as paid.

Pay by Credit Card - Setup
EasyREG provides an easy mechanism to collect event fees with a credit card payments. To collect fees via credit card only do the following:
- Click on "Edit Event Settings" for your event and scroll down to the bottom of the screen to the Payment Settings section.
- Select the option "Accept only Credit Card payments using Paypal."
- Fill in the fee values and descriptions.
- Save the event.
Pay by Credit Card - How it Works
Now that your event is setup, here is how the payment process works.
- A person registers and the event automatically is prompted to complete a credit card payment using Paypal. They are told that they do not need to have a Paypal account in order to complete the payment process ... only a credit card.
- Once completing the credit card payment the registration is moved into the Paid state with all Paypal payment information included in their invoice.
- Note ... if a registrant cancels out of the system before completing payment the registration will show up in the pending state with a payment status of "No Payment". From there you can resend an invoice so the user can complete the payment process.

Pay by Credit Card or Check - Setup
EasyREG provides an easy mechanism to collect event fees by accepting credit card payments through Paypal or allowing registrants to choose to Pay by Check.. To setup this process do the following:
- Click on "Edit Event Settings" for your event and scroll down to the bottom of the screen to the Payment Settings section.
- Select "Accept Credit Card or Check payments."
- Fill out completely the Paypal Primary Email address and Paypal Email Address sections (they can be the same address).
- Fill out the fee section being sure to correctly denote if the fee is a required or optional fee.
- Save your event settings.
- If you have not done so earlier, go into your approval email for the event and fill out your pay by check instructions. Detailed invoice data is included in this email there is no need to specify fees in this email as well as a link to pay by credit card (if not done so during the initial registration process) and your pay by check instructions..
Pay by Credit Card or Check - How it Works
Now that you have activated your online payment system a user, upon registering, will have the ability to pay for their registration fee with their credit card. The user does NOT have to be a Paypal member in order to pay you with a credit card.
- As the person registers they are presented with a screen listing all the fees you entered in your fee listing section.
- After choosing their fees they are taken to a payment review page where they are given the option to pay with a credit card now or pay offline with a check.
- All online payments are processed immediately through Paypal and the registration is marked Paid in EasyREG.
- All deferred Pay by Check registrations are placed in the approval state and are sent (unless turned off) the events approval email complete with a listing of fees chosen during the registration process.
- Once the check is received the administrator marks the registration paid manually.
Back to Top

What are the Paypal Registration Fees?

There are always fees associated with processing credit card transactions online. One of the advantages of using Paypal is that many organizations do not have the ability to handle credit cards and do not have merchant agreements with payment gateway services (like Authorize.net). By using Paypal you do not have to setup these services nor pay the monthly fees associated with them. You pay only when you accept payments.. To see the latest Paypal fee schedule, click here. For the most up to date payment schedule, visit the Paypal site.

Back to Top

Using the Paypal Cart

The Paypal cart is a new stand alone feature which allows you to accept credit card payments through Paypal for an event. If you presently have an event setup with all the payment information correctly entered (Paypal email address and registration fees), you can use this link to accept payments for the event even after they have already registered. To find the Paypal link for your particular event go to the View Registrations page for the event and click on the "Useful Event Links" link. From this page you will see the Paypal cart link. Place this link anywhere on your web site and let people pay you with their credit cards via Paypal.

Back to Top