Credit Card Payments - Revision history

Anna at 23:13, 27 January 2025

2025-01-27T23:13:50Z

Anna at 23:08, 27 January 2025

2025-01-27T23:08:00Z

Anna at 23:07, 27 January 2025

2025-01-27T23:07:14Z

Anna at 23:05, 27 January 2025

2025-01-27T23:05:52Z

Anna at 23:04, 27 January 2025

2025-01-27T23:04:46Z

Anna at 23:03, 27 January 2025

2025-01-27T23:03:30Z

Anna at 22:43, 27 January 2025

2025-01-27T22:43:53Z

Michael at 20:57, 3 November 2021

2021-11-03T20:57:48Z

Trent: Created page with "Collect registration fees and track who has paid. === To setup the registration fee: === #Go to "Staff Tools", "Fair Setup" and "Settings". #Scroll down to the section entit..."

2020-08-04T17:00:45Z

Created page with "Collect registration fees and track who has paid. === To setup the registration fee: === #Go to "Staff Tools", "Fair Setup" and "Settings". #Scroll down to the section entit..."

New page

Collect registration fees and track who has paid.

=== To setup the registration fee: ===
#Go to "Staff Tools", "Fair Setup" and "Settings".
#Scroll down to the section entitled "Registration Fees".
#Fill in the desired information.
#Make sure to click "Save".

[[File:000009.png|400px]]

=== To setup the payment options:===
#Go to "Staff Tools", "Fair Setup" and "Settings".
#Scroll down to the section entitled "Have Us Collect Payments and Accept Credit Cards".
#Fill in the desired information.
#Make sure to click "Save".

[[File:000010.png|400px]]

=== To update who has paid and to input payment information (other than for the students who choose to pay by credit card): ===
#Go to "Staff Tools" and select the "Fee Tracking".
#Type the name of the student or project ID number to find each student.
#Select "Record Payment".
#Type in the payment information and click "Record Received Payment".
[[File:000013.png|400px]]

=== To take a credit card payment: ===
#Go to "Staff Tools" and select the "Fee Tracking".
#Type the name of the student or project ID number to find each student.
#Select "Record Payment".
#Select "Take Payment from Credit/Debit Card".
#Type in the requested information and select "Pay Now". The system will then let you know that the payment has been processed or if there has been an issue with the payment processing.
[[File:000013.png|400px]]

=== To review who has paid and who has not paid: ===
#Go to "Staff Tools" and click on the "Report Viewer".
#Scroll down to the reports in the "Fair" section.
#Select the report "Student's Fee Tracking".
#Select the fair for which you would like to see this report.
#Select "Okay".
#You can view the desired items in the report that pulls up or click the "Excel" button at the top of the screen to view this report in Excel and sort it as you desire.

[[Category:Registration Fees]]
[[Category:Payment Options]]
[[Category:Fee Tracking]]
[[Category:Track Payment Information]]
[[Category:Review Payment Information]]
[[Category:Review Who Has Paid]]
[[Category:Student's Fee Tracking]]

@@ Line 36: / Line 36: @@
 #You can view the desired items in the report. Click the "Excel" button at the top of the screen to view this report in Excel and sort it as you desire.
+[[File:ZFairsIcon.png|thumb|left]]
 <br/><br/<br/><br/>
 [[Category: Event Fees]]
 [[Category: Features]]

@@ Line 25: / Line 25: @@
 #Type in the payment information and click "Record Received Payment".
 *To take a credit card payment:
-*Select "Take Payment from Credit/Debit Card".
+*#Select "Take Payment from Credit/Debit Card".
-*Type in the requested information and select "Pay Now". The system will then let you know that the payment has been processed or if there has been an issue with the payment processing.
+*#Type in the requested information and select "Pay Now". The system will then let you know that the payment has been processed or if there has been an issue with the payment processing.

← Older revision		Revision as of 22:43, 27 January 2025
Line 17:		Line 17:

	[[File:000010.png\|400px]]		[[File:000010.png\|400px]]
		+
		+	=== Connect to Stripe for Credit Card Payments ===
		+	#Click the "i"
		+	#Search "Stripe", open "Stripe-Credit Card Processor/Merchant"
		+	#Follow the prompts to get connected
		+	#Enable Credit Card Payments
		+	#Click "Staff"
		+	#Click "Advanced Settings"
		+	#Search "Credit"
		+	#Ensure the toggle to "Registration Fee- Pay by Card" is ON
		+	#Request Payout of Credit Card Payments
		+	#Click "Staff"
		+	Click "Payout Request"
		+	Fill in the information and click "Save"

	=== To update who has paid and to input payment information (other than for the students who choose to pay by credit card): ===		=== To update who has paid and to input payment information (other than for the students who choose to pay by credit card): ===

@@ Line 24: / Line 24: @@
 #Select "Record Payment".
 #Type in the payment information and click "Record Received Payment".
-= To take a credit card payment: =
+==== To take a credit card payment: ====
 #Select "Take Payment from Credit/Debit Card".
 #Type in the requested information and select "Pay Now". The system will then let you know that the payment has been processed or if there has been an issue with the payment processing.

@@ Line 1: / Line 1: @@
-Collect registration fees and track who has paid.
+=== Set up registration fees and payment options ===
-=== To setup the registration fee: ===
+#Click on the "i"
-#Go to "Staff Tools", "Fair Setup" and "Settings".
+#Search and open "Registration Fees"
-#Scroll down to the section entitled "Registration Fees".
+#Fill in the desired information and enable wanted configurations
 === Connect to Stripe for Credit Card Payments ===
@@ Line 29: / Line 16: @@
 #Request Payout of Credit Card Payments
 #Click "Staff"
-Click "Payout Request"
+#Click "Payout Request"
-Fill in the information and click "Save"
+#Fill in the information and click "Save"
-=== To update who has paid and to input payment information (other than for the students who choose to pay by credit card): ===
+=== To update who has paid and to input payment information: ===
 #Go to "Staff Tools" and select the "Fee Tracking".
 #Type the name of the student or project ID number to find each student.
 #Select "Record Payment".
 #Type in the payment information and click "Record Received Payment".
-[[File:000013.png|400px]]
+= To take a credit card payment: =
 #Select "Take Payment from Credit/Debit Card".
 #Type in the requested information and select "Pay Now". The system will then let you know that the payment has been processed or if there has been an issue with the payment processing.
-[[File:000013.png|400px]]
 === To review who has paid and who has not paid: ===
 #Go to "Staff Tools" and click on the "Report Viewer".
-#Scroll down to the reports in the "Fair" section.
+#Search for "Fee"
-#Select the report "Student's Fee Tracking".
+#Select "Student's Fee Tracking"
-#Select the fair for which you would like to see this report.
+#Generate the report
-#Select "Okay".
+#You can view the desired items in the report. Click the "Excel" button at the top of the screen to view this report in Excel and sort it as you desire.

@@ Line 41: / Line 41: @@
 #You can view the desired items in the report that pulls up or click the "Excel" button at the top of the screen to view this report in Excel and sort it as you desire.
-[[Category:Registration Fees]]
-[[Category:Payment Options]]
-[[Category:Fee Tracking]]
+<br/><br/<br/><br/>
-[[Category:Track Payment Information]]
+[[Category: Event Fees]]
-[[Category:Review Payment Information]]
+[[Category: Features]]