Deposits can be added to an Event manually or via a payment gateway prior to check in, if the event has been checked in then any payments are handled within Event Billing. If a deposit needs to be added onto a delegate, please ensure this is done from within the Delegates tab. Deposits can also be refunded or retained as required.
Add a deposit manually
To add a deposit to an Event manually, follow the steps below:
Navigate to Advanced C&B, Search/Create Event.
Using the Event Search Parameters find your Event.
Select the Billing tab, then underneath Deposits click Add Deposit.
Select a Payment Type, if the correct pay type is not listed tick Show Suppressed Pay Types to see all.
Enter a Comment and the Value and press Save.
Once saved, the deposit is listed in the Deposits section and a Receipt can be viewed in a variety of formats.
Add a deposit via payment gateway
To add a deposit to an Event via the payment gateway, follow the steps below:
Navigate to Advanced C&B, Search/Create Event.
Using the Event Search Parameters find your Event.
Select the Billing tab and scroll down to Payment Gateway.
Type in the Payment Value and select Take Payment Of.
Enter the cardholder details and card details. Once completed, click Pay to process the payment.
If the payment is a success, the deposit will show within the Payment Gateway and will be added to the Event.