Virtual Terminal let you process a one-time payment, recurring payment, planned payment.
Payments can be made toward an existing registrant or a new person. You can also enroll a person into an event. (Note: no e-ticket will be issued.)
- Monthly Recurring Payment: This creates a monthly credit card payment. Once this is submitted, the future payment will appear in Tasks > Deferred Payment. When the time comes, the user needs to process the payment there. To stop the recurring payment, the record in the Deferred Payment Page needs to be deleted after the last payment.
- Payment Plan: This will create a planned (scheduled) payment. When you select this type in frequency, the payment plan editor (see below) will appear.
- Enter the Total Amount, Deposit Amount and Number of Payments (the orange box)
- Click on the ‘Show Plan’ button
- According to what you’ve entered, the payment plan will get calculated and be displayed on the left side (the green box).
- Date and each amount can be adjustable. (* the total of each amount + deposit must be the same as the Total Amount that is specified at #1)
The deposit amount will be processed on the submission. The planned payment will appear in the Tasks > Deferred Payment. When the time comes, the user needs to process the payment there.
- Make a payment towards existing Pending/Deferred Payments: If a registrant owe some payments, by typing the reference #, what the registrant owes will be listed in the Amount Section (See the image below). Enter each payment (partially/fully) to process. At least one slot needs to be entered.
- Make a payment with event: To enroll a person into an event, select an event from the event drop down which lists all the available events (See the image below).
*Note: If the registrant is already in that event, it will just add the payment to the event.
