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Payment Options

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John MacKenzie
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Step 1: What currency are you collecting and how are you collecting it?

Click Payment Options from the left menu and select the Currency you will be collecting from the drop down. Once the Currency is selected, Payment Options should appear (as shown below). You can collect registration fees by Credit Card, Cheque, and PayPal. You may also create custom payment options such as Purchase Order, E-Transfer, Admin, etc. to collect payment.

ePly_-_Payment_Options.png
ePly_-_Payment_Options__1_.png
 
 
Note: If you are allowing the registration form to be submitted with $0.00 owing, for example complimentary registrations, sponsors, etc. 
You will need to click on the Payment Setting tab and check the last box at the bottom.

ePly_-_Payment_Options__2_.png
ePly_-_Payment_Options__3_.png

Step 2: Select the Form of Payment and Edit It Accordingly.

Click on "Payment Options" from the left menu. Depending on the Form of Payment or method of collection you choose, you will have to carefully edit them accordingly.
 
Credit Card
  1. Once the Credit Card option is checked, click Save and click Edit.
  2. Select your Merchant Account
    1. If you've created your own Merchant Account in Stripe, there are no integration fees.
    2. If you have your own Merchant Account in different system, please contact us at 1-800-507-3759 and press "1" to speak with a Sales Representative or email us at sales@eply.com .
    3. To set up your own account, please visit our Merchant Accounts help item. 
      ePly_-_Payment_Options__4_.png
  3. Customize Wording
    1. If you would like to change the wording that appears on the form in the Payment Options section, edit the Credit Card Text section.
    2. The Credit Card Thanks Text section is what will appear to the registrant after he/she has submitted their payment and registration. (As does the Compact Header in the Header section).
      ePly_-_Payment_Options__5_.png
  4. Edit Email Notifications
    1. From Name and From Email Address.
    1. Click General Settings, then Email Notifications. Select the "CREDIT CARD RECEIPT" email from the drop down menu.
    2. Mandatory Edits
Cheque
  1. Once the Cheque option is checked, click Save and click Edit.
  2. Customize Wording
    1. If you would like to change the wording that appears on the form in the Payment Options section, edit the Payment Option text section.
      ePly_-_Payment_Options__6_.png
    2. The Thank You Text section is what will appear to the registrant after he/she has submitted their registration.
      ePly_-_Payment_Options__7_.png
  3. Edit Email Notifications
    1. Click General Settings, then Email Notifications. Select "Cheque EMAIL" from the drop down menu.
    2. From Name and From Email Address 
    3. Cheque payment information including the payable name and mailing address in the HTML Content and Text Content sections.
PayPal
  1. Once the PayPal option is checked, click Save and click Edit.
    ePly_-_Payment_Options__8_.png
  2. Add the Email associated with the PayPal account in the "PayPal Email (Business ID)" text box.
  3. After a registration is submitted, a registrant will click a "Pay by PayPal" button on the Thank You page which will bring them to the PayPal portal to log in and pay or check out as a guest.
    ePly_-_Payment_Options__9_.png

 
 

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