Sage Pay is a payment gateway that is integrated with Eventsforce and can be used to accept online credit card payments. This article walks you through how to obtain and configure your Sage Pay account, as well as configuring the settings for your Eventsforce event.

In order to accept online credit card payments via the Sage Pay payment gateway, the “Sage Pay” gateway must be included as part of your Eventsforce license. For more information, please contact your account manager or support@eventsforce.com.

Setting up a Sage Pay account

To integrate Eventsforce with Sage Pay, please create a new vendor account by clicking here. During the application process, choose “Eventsforce Solution Ltd” as the “Partner”. 

Sage Pay account configuration

Sage Pay will send an email containing a link to obtain your login details. Before clicking this link, ensure that you have your “Internet merchant account number” available. Please note the link can only be used once, so be sure to make a note of the details and keep them somewhere safe. 

Once you have received the test account details from Sage Pay, you will then need to check the Sage Pay test account and add a ‘Valid IP’ address:

  1. Login to Sage Pay test environment
  2. Click the “Settings” tab at the top 
  3. Select “Valid IPs” on the left hand side and ensure the IP address 92.52.74.63 is listed 
  4. If not listed, click the “Add” button in the bottom right corner of the list
  5. Enter the IP address 92.52.74.63 
  6. Enter Subnet mask 255.255.255.255
  7. Enter an optional ‘Description’ (example: Eventsforce)
  8. Click “Add”

Adding Sage Pay required questions

When using Sage Pay to process online payments, the following questions must be on your registration page and be mandatory:

  • firstname
  • lastname
  • address line 1
  • town
  • postcode
  • country

With regards to “Country”, you must use our standard list of countries. You must not replace or rename countries, such as changing “United Kingdom” to “UK”.

If the questions are not mandatory and are not completed during the registration process, the payment will not be processed and the status of the registrations will be "unpaid".

Note: If the selected country is “Ireland” the postcode will not be mandatory, however, "Country" and "Postcode" must be on the same registration page.

If a different invoice address is being used, the following fields will also need to be mandatory:

  • Invoice Details Firstname
  • Invoice Details Lastname
  • Invoice Details Address Line 1
  • Invoice Details Town
  • Invoice Details Postcode
  • Invoice Details Country

Activating Sage Pay in your Eventsforce event for testing

Take the steps below to add “Sage Pay” as a payment gateway in your event so that you can test that your Sage Pay account and Eventsforce event have been configured correctly:

  1. Go to Setup > Finance > Payment Methods
  2. Select “Sage Pay” as your payment gateway
  3. Click “Save” to display the Sage Page fields
  4. Select “Test Transactions Only”. The test mode is used to connect to the test Sage Pay server, this is not connected to any real bank accounts. Using this mode allows you to test the system without making real payments. 
  5. Enter the “Sage Page Vendor Login Name” and “Sage Pay description” for each currency you plan on using (each currency must also be set up in your Sage Pay account)
  6. Click “Save”

Note: In order for Sage Pay to work in any mode, the event must be “Live”, otherwise Eventsforce blocks redirection from Sage Pay. When “Live Transactions” is selected, the event will then be connected to the live Sage Pay server and any payments made will be real. The ”Test Transactions only” mode is used by Eventsforce to check that the Sage Pay interface is working correctly.

Testing Credit Card Payments Using Sage Pay

Important: You will need to make at least one payment using the Sage Pay test account before you can request a live account. Follow the steps below to create a registration and make payment:

  1. Click on the “+” icon in the top left corner of the Eventsforce admin portal
  2. Select “Registration”
  3. Proceed to the end of the registration
  4. On the checkout page, select “Credit Card” and then click “Pay Now”, you will be transferred to the Sage Pay page for payment 
  5. If “Cancel” is selected at this stage, the user will be redirected back to the Eventsforce system receipt page and this will be considered a “failed card payment attempt”. 
  6. Enter test credit card information, click here to view all test cards
  7. Select “Confirm card details” to view the summary screen
  8. Select the “Pay now” button” to process the payment (remember this is a test) 
  9. Once the transaction is complete, the user will be redirected back to Eventsforce. The reference and auth code shown are those taken from Sage Pay. Note the status is now shown as paid.

Failed Sage Pay transactions

The Sage Pay transaction will fail if one of the following occurs:

  • Attendee cancels the Sage Pay transaction at any point
  • Attendees exits the Sage Pay pages or closes the window at any point
  • There was a problem processing the attendee’s card

If the transaction fails, the user is returned to Eventsforce, unless the browser is closed. The receipt page will show details of what the problem was. The status will be “Unpaid” and a “Retry” button will appear, redirecting them back to the Sage Pay payment screen when clicked.

Creating a test user account

Important: You will need to create at least one test user account before you can request a live account.

Initially, you will have logged in using the administrator account (the vendor name and user name will be the same). The administrator account can only be used to create and manage user accounts and change the settings. In order to view transactions, generate reports, and refund payments, you will need to create a user account:

  1. Login to the Sage Pay test environment
  2. Click the “Settings” tab at the top
  3. Select the “Users” tab to the left 
  4. Click “New user” at the bottom right
  5. Add user details and set up the account privileges as per your requirements (you will need to enable “REFUND transactions” in order to progress with the “Refunding a Purchase” section below)
  6. Click “Add User” 

Refunding a purchase

Important: You will need to refund at least one purchase before Sage Pay provides you with a “Live” account.

To refund a purchase, you must login as a user with refund privileges and take the steps below:

  1. Search for a test transaction using the ‘Search’ page OR find the transaction on the “Transactions” page
  2. When the transaction appears, click on the “+” icon
  3. Click the “Refund” link in the orange bar
  4. Add the refund value (automatically the same as the total payment) 
  5. Enter the user password when prompted 
  6. Click “Refund”
  7. Click “Ok”

Sage Pay Live Account

Once a test transaction is successfully processed and refunded, a trigger will be generated automatically to notify Sage Pay that the account should now be switched from “test” to “LIVE”.  Shortly after, the account owner will receive an email confirming that the account has been switched. 

Once the account has been made live, take the steps below:

  1. Login to Eventsforce
  2. Go to Setup > Finance > Payment Methods
  3. Select “Live Transactions” next to the Sage Pay settings
  4. Login to your live Sage Pay account
  5. Create a user in your live account using the same steps as “Creating a test user” above
  6. Go back to Eventsforce and complete a real transaction
  7. Go back to the live Sage Pay account and process a refund as you did in the “Refunding a purchase” section
  8. You are now ready to take real transactions

Final steps

Once you have a live Sage Pay account, you can now activate Sage Pay in each event that will accept credit card payments. Follow the steps in “Activating Sage Pay in your Eventsforce event”, but select “Live Transactions” instead of “Test transactions Only”.

Additional Resources

Sage Pay support: www.sagepay.co.uk/support

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