Your organization might need to use various payment providers for its events. In such cases, an Eventsforce administrator can set up multiple payment gateways, which are referred to as "payment profiles" in Eventsforce.
Using payment profiles, event creators can easily choose which payment gateway to link with their events.
Set up payment profiles using the following steps:
Create a payment profile
The first step in connecting a payment profile is to create the payment profile.
Go to Settings > Account Payment Settings > Payment Profiles
Click the Plus
Icon Enter a ‘Code’. This is the name that appears in the payment gateway selection process
Enter a ‘Name’ for the payment profile
Click ‘Save’
Connect a payment gateway
To connect a payment profile to a payment gateway:
Go to Settings > Account Payment Settings > Payment Gateways
Note: If you have not yet set up your desired payment gateway, do so before proceeding.
In the ‘Customize Checkout’ section, click the ‘payment gateway for’ dropdown
Select the desired payment profile
Use the toggle(s) to enable at least one method of payment
Click ‘Save’
Notes: You cannot delete a payment profile. If you want to deprecate a payment profile, it is recommended that you rename it a version of “Do not use”.
Select a payment profile for an event
Go to Setup > Financial > Settings
Ensure Payment Setting is set to “Pay by Card” or “Select from Either”
Choose the payment profile from the ‘Payment profile to use’ dropdown
