FAQs - Accounting & Financial

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Should I whitelist IP addresses for payments?
In a word, no. Previously, you may have given your merchant gateway provider a list of IP addresses to whitelist. However, with upgrades to our infrastructure, this method will no longer work. Please upgrade to a more secure 3-tier ...
What is a 3-tier payment gateway?
A 3-tier gateway uses a hosted payment page. This means when proceeding through an interactive site, people are redirected to a payment page hosted entirely in the e-commerce gateway’s environment. This offers a high level of security and allows re...
How do I merge two invoices into one?
Sometimes, attendees may add additional items to their record after receiving their initial invoice. Adding another item will create a second invoice, which can be hard for your accounts team to track. You can combine the invoices by follow...
How do I record a partial payment on an attendee's record?
1. Navigate to the Attendee Panel and search for and select the attendee who made the payment. 2. Click on Financials (credit card icon) from the tools on the right-hand side of the screen. 3. You should be looking at the New Pay...
How do I select a different e-commerce account for specific interactive sites?
In some cases, you may want an interactive (registration) site in your event use a different e-commerce account (i.e. not the default one set in Event Preferences). You should: 1. Navigate to Online Panel. 2. Open the S ...
What steps do I take to go live with my interactive site, especially if I'm using an e-commerce gateway?
* You may also want to review information about payment gateways - search this site or talk to your Account Manager. Before going live with your interactive site (or any live apps or portals that you'd like to take e-commerce payments in Even...
What text can I put on my websites to let attendees know about PCI Compliance (security of credit card details)?
PCI Compliance (Payment card industry compliance) standards (technical and operational) are designed to secure and protect credit card data. These standards are developed and managed by the PCI Security Standards Council. Below is an example ...
How can an attendee update their credit card details on a hotel booking?
      HOW-TO: You probably already have Credit Card Vault enabled, but if not, here’s how to do that:       In Setup panel   1.      Accommodation 2.  ...
How do I add tax to a Pro Forma Invoice?
The Pro Forma invoice in EventsAir does not come with tax by default. However, you can create our own copy of the Pro Forma invoice that includes it. The steps are outlined below. 1. Navigate to the Reporting panel. 2. On the left...
How do I manually record a refund?
NOTE: This is how to manually record a refund in EventsAir. You’ll also need to use your normal financial and banking procedures to issue the actua...
How do I manually process a payment?
HOW-TO: This is ...
Why can't I change the contact details on an issued invoice?
HOW-TO: NOTE: Editing invoices can interfere with accurate record keeping. To maintain the integrity of your audit trail in EventsAir, invoices should be reversed with a credit note and re-is...
How do I transfer a payment from one item to another (same record)?
HOW-TO: NOTE: Sometimes an attendee wants to cancel an item and add a new one to repl...