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Project Settings – Payments Tab

Your Project Settings include essential details to finalize before launching your registration, like changing your project name, changing your soft descriptor, enabling Purchase Protection, embedding the iframe on your website, adding tabs of additional info for your attendees, and more.

If you have any questions about a checklist to review before clicking “Open for Registration and Login”, feel free to reach out to our Support Team (or your assigned Project Manager).

For now, we’ll review the Payments Tab.

To access the Payments Tab, click Settings and then Project Settings.

Then click the Payments option at the top.

payments settings

The payments tab has a number of useful functions, which are broken into two categories: Payments and Taxing. We’ll dive into the details of each below:

Payments

enable payment options

Enable Payments

“OFF” will disable any feature connected to payments in your system. This will also disable the Payments tab.

“On” is recommended setting.

Enable Electronic Payments

“OFF” will disable all payment options in your system. This will require your applicants to submit manual payments via paper check.

“On” is recommended setting.

Soft Descriptor

This is the descriptor that will show up on the credit card and bank statements of your users. Note that some banks will not present this descriptor due to bank limitations.

Including a soft descriptor is one way you can avoid chargebacks. Learn more about chargebacks in this help article.

convenience fee options

Credit Card Convenience Fee (percent of transaction)

This fee will be added to all credit card transactions.

Note: This value is limited based on your processing terms & rates.

e-Check Convenience Fee (percent of transaction)

This fee will be added to all e-Check transactions.

Note: This value is limited based on your processing terms & rates.

Convenience Fee Text to Present on Checkout

This is the text that will be presented on the checkout widget and also on the private product created. You can name this anything you like. Alternative suggestions include: processing fee, service fee, etc.

Taxing

tax options

Enable Taxing: “On” will enable taxing and will add a percentage tax to all transactions.

When you turn it on, you can set the percentage to charge in the Tax value section, and adjust how it is worded in the Tax Text section.