Technical Support Team Insight – The best way to collect payment details

20141125_eventsforce_marcelo_zuniga_17625-1Marcelo Zuniga, Technical Support Specialist

During the registration process there may be a requirement to collect additional information from the registration contact related to the payment method they have selected. This might be a purchase order number, invoice address, or cost centre number for example.

The good news is that in Eventsforce, you can ask registration contacts additional questions after they have selected their payment method and clicked the ‘Proceed’ button on the basket page. When they have answered these additional questions and clicked ‘Complete registration’, the registration will be complete and they will progress to the Purchase Receipt page or a payment portal page, depending on the payment method selected.

It’s really simple to set up the additional questions, you just need to:

  • Go to Event > Settings > Properties and make sure the Pricing option has been activated
  • Click Save
  • Go to Event > Financial Setup > Payment Methods
  • Tick the box for the payment methods you intend to use
  • Click Save
  • Tick the checkbox ‘Show payment details page’ next to the selected payment method
  • Click Save
  • Click the Edit button next to the selected payment method. This will open the page where text and registration questions can be added.

Once you have set this up, the information from the payment details page can be searched for and reported on like any other data that has been captured for the registration contact.

Furthermore, if questions are added to the page, that will cause the total price to change in the basket, the event admin will be alerted to this during the setup of the page just in case this isn’t what they wanted.

If you would like to know more about this or discuss anything further please contact our Technical Support team on +44 (0)845-680-6826 or email support@eventsforce.com