Eventsforce

Learn about PSD2 and SCA and the impact on your events.

What is PSD2 (European Union Payment Services Directive) and SCA?

Learn how to determine why a credit card payment failed.

Why did the credit card payment fail?

Learn how to set up a price or fee in your event.

How to add or edit a price

Learn how to charge a cancellation fee for attendees or items.

How to add cancellation fees

Learn how to add a VAT code to your event.

How to set up a VAT code or Sales tax

Learn how to set up payment methods for your event.

How to enable payment methods

Learn how to add a payment details page to collect payment information and separate invoice details.

How to add a payment details page

Learn about different discount types that can be provided to attendees.

Discount types

Learn how marketing codes can be used to provide discounts.

How to create direct URLs to discount codes

Learn how to edit the start date for an existing discount.

How to edit a discount start date

Common reasons why your discount may not apply.

Why is my discount not applying?

Invoice generation and delivery

Learn how to create/copy an invoice template.

How to create and edit an invoice template

Learn how discounts can be made available for specific categories only.

How to set up category specific discounts

Learn how to make a discount available to an item.

How to link a discount to a bookable item

Learn how to send invoices to attendees via batch emails.

How to send the invoice email (batch emails)

Learn how to give attendees a link to download their most recent invoice.

How to add an invoice download link to an email

Learn how financial transactions are handled in Eventsforce.

Finance integration (reference)

Learn about the different process flows related to finance.

Finance integration process flows

Learn the finance terms and definitions used by Eventsforce.

Finance integration definitions

Learn how the API can be used in finance integration.

Finance integration API

Learn how to email unpaid attendees to request payment.

How to request payment from unpaid attendees

Learn how to configure your payment gateway(s) on Shuttle to accept credit card payments on Eventsforce Classic.

How to set up a payment gateway using Shuttle

Ben Dharmanandan

Finance

www.eventsforce.com

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