Enabling Credit Card Requests

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Don't have a merchant account? Though the time you have before the system logs out will change, you can still collect credit card info from your registrants. This data is encrypted and stored until you generate a report for processing later. Before following the steps below, we need to enable this feature in your account.
 
NOTE: This feature is only available in Classic events.
   
1 Access the Submit Payment page.
You'll first need to make sure the right option is selected on the Submit Payment page. To get there, select your event. Hover over Website & Registration and, under Registration, click Registration Settings. If you have multiple registration paths, click one. 

The Basic Settings tab opens by default. Click the tab to right, Summary & Payment.


2 Enable credit card collection for use outside of Cvent. Click Edit, then click the radio button next to "Collect the credit card information for later processing."
 
Leave No selected next to "Automatically mark registrants as paid in full when they submit their information," unless you want every credit card request to be automatically marked as paid within Cvent.

 
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3 Run the Offline Transaction Requests report. Once you're ready to process payments, pull credit card information in bulk with the Offline Transaction Requests report.
 
Hover over Reporting and, under Reports, click Reports. Select Financial Reports from the Display dropdown, then click Offline Transaction Requests.


Credit card information will appear in the columns to the right.

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To transfer this data into an Excel file, click Export.
 
NOTE: Encrypt the file immediately. After all, these numbers should never be made public.


 

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