Take payments by card or bank transfer

Your bank details and card gateway, how each event takes payment, and approving bank transfers.

5 steps, about 8 minutes
  1. Add your bank details

    Where: Money › Payments › Bank transfer details

    Enter the Bank, Branch, Account name and Account number, and any Instructions for attendees, such as "use your name as the reference". Choose Save bank details. Attendees who choose bank transfer see these details and upload their receipt.

    Screenshot: Add your bank details
    From the demo event. Your screen shows your own event.
  2. Connect card payments

    Where: Money › Payments › Gateway

    Choose your card provider (Scotiabank Scotia eCom+, Fygaro, Charge Anywhere or PowerTranz) and enter the merchant credentials your provider gave you. Type them in yourself; never send them by email or chat. Test with the provider's test details first, then switch on Live mode and tick that you understand it charges real cards.

    Screenshot: Connect card payments
    From the demo event. Your screen shows your own event.
  3. Choose how each event is paid for

    Where: The event › Set-up guide › Payments

    Choose whether attendees may pay by card, bank transfer or both, and how VAT works: No VAT, Prices include VAT, or Add VAT at checkout with its rate.

  4. Approve bank transfers

    Where: The event › Money & results › Financials › Bank transfers

    To review lists the transfers attendees say they made, with their receipt. Check each against your bank statement, then choose Approve payment, or Reject with the reason the attendee will see. Download for bank reconciliation (CSV) gives the list for your accountant.

    Screenshot: Approve bank transfers
    From the demo event. Your screen shows your own event.
  5. Check card payments

    Where: Money › Card payments

    Every card payment attendees started, whether it went through, and where a failed one stopped. Use it when someone says their card did not work.

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