Testing a Merchant Account (HOP)

  • 1
  • 2
  • 3
  • 4
  • 5

Did this article resolve your issue?

Yes
No

What can we do to make this article better?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5
If your merchant account is using Authorize.Net (SIM), TouchNet, PayPal Express Checkout, CyberSource Secure Acceptance, or WPM as a gateway, the last page of registration is actually hosted outside of Cvent. Ensure this connection is seamless before collecting your registrants' cash by testing the entire process in a fake event.
 
NOTE: If using Payflow Pro, Authorize.Net (AIM), Moneris, or CyberSource API, test your merchant account in Admin instead. If using CyberSource Payer Authentication (3-D Secure), follow the steps for testing Cvent Payment Services.
In a Flex Event

1 Create a test event. Begin by creating an event. Name it "Credit Card Test" so it's easier to remove from your Cvent invoice later.

Since this event is just for testing, you can leave almost everything blank or turned off, but be sure to check the box beside Fees in Step 2 of the wizard.

User-added image

2 Add a small fee. Once you've completed the wizard, hover over Event Details and, under Pricing, select Fees. Click Edit.

Scroll down and click Create Fee...
When the pop-up appears, give the fee a name and enter a small amount. Click OK, then Save.
 
3 Allow payments from a PayPal Express Checkout or WPM gateway in a Flex event. If you're using a PayPal Express Checkout or WPM gateway, you can link this type of merchant account in a Flex event.

Hover over Website & Registration and, under Registration, click Registration Process. If necessary, select a registration path from the Registration Paths dropdown. Then, to the right of the Payment page, click Customize. Click on the Payment widget and additional options will appear to the right.

In the Payment Methods section, click PayPal or WPM. Then, toggle "Enable PayPal payment method" or "Enable WPM payment method" to green.
 
User-added image

Change the label and add instructional text, if desired. Then, select your merchant account from the merchant account dropdown.

Click Publish.

Or, allow payments from an Authorize.Net (SIM), TouchNet, or CyberSource Secure Acceptance gateway in a Flex event.
Hover over Website & Registration and, under Registration, click Registration Process. Click Customize next to Payment to open the Site Designer.
 
NOTE: If this is your first time accessing the Site Designer, you may need to click Finished in the Quick Setup window to progress.

On the canvas, click the Payment widget to open its settings.
 
User-added image

To the right of the canvas, scroll down and click Credit Card under Payment Methods. Switch "Enable Credit Card payment method" to green.
 
User-added image

Click the arrow to go back, then click Publish.
 
NOTE: If you're using an Authorize.Net (SIM) gateway, you'll need to whitelist two response URLs in your merchant account portal.

4 Ensure you're not charged for this. Now, before proceeding take a moment and let us know you've created a test event by submitting a case
 
NOTE: Skip this step if you have a Pay-As-You-Go Event Management account. If you do not have a contract with us, we will be unable to mark your event as non-billable. 

Once a Product Consultant confirms it's been marked as non-billable, feel free to launch your event and go on to the next step.

5 Submit a test payment. Hover over Promotion & Communication and, under Web, click Weblinks. Scroll down to Registration, copy the link, and paste it into a new browser window. 

Register yourself. Go to the Payment widget, select your new payment option, then click Submit. You'll be directed to the gateway's page to enter your credit card information.
 
NOTE: Because credit card processors differ by type, test once with Visa or MasterCard and again with American Express or Discover.

If the transaction was unsuccessful, you'll be directed back to the widget to try again. If everything worked, you'll see the Registration Confirmation page.
 
6 Get your money back. To get your test fee back, you'll need to issue the refund from your gateway's account. 
 
In a Classic Event
 
NOTE: WPM payment gateways are not compatible with Classic events.

1 Create a test event. Begin by creating an event. Name it "Credit Card Test" so it's easier to remove from your Cvent invoice later.

Since this event is just for testing, you can leave almost everything blank or turned off, but be sure to check the box beside Fees in Step 2 of the wizard.

User-added image

2 Add a small fee. Once you've completed the wizard, hover over Event Details and, under Pricing, select Fees. Click Edit.

Scroll down and click Create Fee...
When the pop-up appears, give the fee a name and enter a small amount. Click OK, then Save.

3 Allow payments from this gateway in a Classic event. Hover over Website & Registration and, under Registration, click Registration Settings. If necessary, select a registration path. The Basic Settings tab opens by default. Click the tab to the right, Summary & Payment, then Edit. Scroll down to the Third-Party Payments section and click Yes.
 
User-added image
 
NOTE: If you're using an Authorize.Net (SIM) gateway, you'll need to whitelist two response URLs in your merchant account portal.

4 Ensure you're not charged for this. Now, before proceeding take a moment and let us know you've created a test event by submitting a case

Once a Product Consultant confirms it's been marked as non-billable, feel free to launch your event and go on to the next step.

5 Submit a test payment. Hover over Promotion & Communication and, under Web, click Weblinks. Scroll down to Registration, copy the link, and paste it into a new browser window. 

Register yourself. Go to the Submit Payment page, select your gateway's option, and click Finish. You'll be directed to the gateway's page to enter your credit card information.
 
NOTE: Because credit card processors differ by type, test once with Visa or MasterCard and again with American Express or Discover.

If the transaction was unsuccessful, you'll be directed back to the Submit Payment page to try again. If everything worked, you'll see the Registration Confirmation page.
 
6 Get your money back. To get your test fee back, you'll need to issue the refund from your gateway's account. 
 
In an Express Event
 
NOTE: WPM payment gateways are not compatible with Express events.

1 Create a test event. Begin by creating an Express Ticketing event. Name it "Credit Card Test" so it's easier to remove from your Cvent invoice later

Since this event is just for testing, you can leave almost everything blank, but a paid ticket is required. Scroll down to the Registration Items section and click Add Paid Ticket. Give the ticket a name and
enter a small amount. 
 
User-added image

Scroll down to the Payment Options section. Check the box next to Credit Card, then select the merchant account in the dropdown. Or, if you're using PayPal Express Checkout, check the box next to PayPal instead, and select the merchant account in the dropdown.

Click Finish.
 
NOTE: If you're using an Authorize.Net (SIM) gateway, you'll need to whitelist two response URLs in your merchant account portal.

4 Ensure you're not charged for this. Now, before proceeding take a moment and let us know you've created a test event by submitting a case

Once a Product Consultant confirms it's been marked as non-billable, feel free to launch your event and go on to the next step.

5 Submit a test payment. Click Promotion & Communication. and, under Web, click Weblinks. Scroll down to Registration, Copy the weblink and paste it into a new browser window. 

R
egister for a single ticket, making sure to select your new payment option. You'll be directed to the gateway's page to enter your credit card information.
 
NOTE: Because credit card processors differ by type, test once with Visa or MasterCard and again with American Express or Discover.

If the transaction was unsuccessful, you'll be directed back to the Submit Payment page or widget to try again. If everything worked, you'll see the Confirmation page.
 
6 Get your money back. To get your test fee back, you'll need to issue the refund from your gateway's account. 
 

Did this article resolve your issue?

Yes
No

What can we do to make this article better?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.