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ClubRunner Event Payment Setup Guide

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ClubRunner Event Payment Setup Guide

PayPal

This quick guide will show you how to setup payments on the ClubRunner District Site. A merchant account must first be setup on Paypal.com, and each event must be enabled to accept payments.

Getting Started

You can start accepting payments with PayPal in 5 easy steps: Step 1 -Sign Up: Go to

https://www.paypal.com/row/mrb/pal=66GFVV4XF9PKU

and click the Sign Up Today! link at the bottom of the page. Click the Business link to sign up for a Business account, and choose the country in which your bank account resides. Make sure to write down the email address you use and the password you choose; in the future, you will use them to login to your PayPal account.

Step 2 -Confirm Email Address: After completing the two-page signup, PayPal will send you an email to confirm your email address. Open your email and click the link in the email we sent you. You will be taken to a PayPal page and asked to enter your password, as shown in the following diagram. Once you have successfully entered your password, your email address will be confirmed.

Important: PayPal representatives will never ask you for your password, and will

never ask you to enter your password or financial information in an email or send such information in an email. If you believe someone has learned your password,

î TIP

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ClubRunner Event Payment Setup Guide

PayPal

please change it immediately and contact PayPal customer service as soon as possible.

Step 3 -Add Bank Account: In order for PayPal to add funds to your bank account, you must add it. Before you add your bank account, you will need a check or deposit slip for that bank account. Log in to your PayPal account and click the Profile subtab of the My Account tab. Click the Bank Accounts link in the Financial Information column. On the Bank Accounts page, click Add to reach the page shown in the following diagram. Once you have added your bank account, it will become your Primary bank account. If you decide to add additional bank accounts to your PayPal account, you can change any of them to be your primary account.

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ClubRunner Event Payment Setup Guide

PayPal

Confirm Bank Account link in the Activate Account box on your Account Overview. Enter the amounts of each of the deposits on the page and your bank account will be confirmed and you will become Verified.

Step 4 -Add Credit Card (optional): Log in to your PayPal account and click the Profile subtab of the My Account tab, as shown in the following diagram. Click the Credit Cards link in the Financial Information column. On the Credit Cards page,

click the Add button. The credit card you added will become your primary credit card, meaning it is the default credit card used on your PayPal account. If you decide to add additional credit cards to your PayPal account, you can select any of them as your primary card.

In addition, the credit card billing address you entered when you added your credit card is now a Confirmed Address. Many sellers require that buyers use their Confirmed Address as their shipping address when they pay with PayPal. You can use Confirmed Addresses as a positive indicator of a buyer ’s identity. When you ship to a Confirmed Address, you can qualify for protection under PayPal ’s Seller Protection Policy. For more information about PayPal's Seller Protection Policy, please refer to the PayPal User Agreement, which is available on the PayPal website.

Step 5 -Start Receiving Payments: Now that you’ve set up everything in your PayPal account, you’re ready to start receiving payments.

Setup Connection with ClubRunner

Instant Payment Notification

This step is required to be able to view payment reports through your ClubRunner site. 1. Log in to your PayPal account.

2. Click the Profile tab.

3. Click the Instant Payment Notification Preferences link under the Selling 4. Preferences column.

5. Click Edit.

6. Click the checkbox and enter the URL at which you would like to receive your IPN Notifications. This is:

http://www.clubrunner.ca/dprg/dxevents/eventipn.aspx

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ClubRunner Event Payment Setup Guide

PayPal

Optional PayPal Accounts

This step is required to be able to allow your members to pay without opening a PayPal account. 1. Log in to your PayPal account.

2. Click the Profile tab.

3. Click the Website Payment Preferences link under the Selling Preferences column. 4. Under the option entitled "PayPal Account Optional", click "On".

5. Click Save.

Enable Payment for an Event on ClubRunner

1. Go to the Event Services page

2. Click on Enable/Disable Online Payment

3. Choose the Enable radio button

4. Enter the email address corresponding to the PayPal account you created earlier, next to “Payments Collector”

5. Choose a secure Password – do not make this the same as your ClubRunner or Paypal password – this is to further secure the payment setup on ClubRunner and restrict access to enabling/disabling payment or changing the money recipient.

6. Press Save.

This will now allow registered users to press the Proceed with Payment button after they have registered. Once they do, the system will calculate how much they owe based on the guests that they have registered.

They will then press a button to be transferred to a PayPal form where they enter in their credit card info to be processed. Once this payment goes through, they will return back to the Payment page on ClubRunner, and should see an indication that they have paid. This will also add their transaction to the Payment Summary report, accessible in the Event Services page.

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ClubRunner Event Payment Setup Guide

PayPal

Withdraw Funds from PayPal into Bank Account

1. Click on the My Account tab. 2. Click on the Withdraw subtab

3. Click the Transfer funds to your bank account. link

4. Choose the bank account to which you would like to withdraw the funds and enter the amount.

5. Click Continue.

6. Review the details of your transaction. 7. Click Submit.

8. Your funds should appear in your bank account balance in 3-4 or 5-7 business days, depending on the country in which you reside and your bank's policies.

Issuing Refunds

Unregistrations through ClubRunner

In the event that a member registers for an event, pays through PayPal, then unregisters, PayPal will NOT issue a refund automatically. The event chair must issue a manual refund through PayPal. To issue a refund through PayPal, follow these steps:

1. Log in to your PayPal account

2. Locate the payment under Recent Activity, then click on the Details link.

3. Scroll to the bottom of the Transaction Details page, then click on the Refund Payment link. 4. Confirm the refund amount (default is a total refund, but you can modify the amount to issue

a partial refund), then click on the Continue button.

5. Confirm the transaction on the next page, then press the Issue Refund button.

To verify if there have been any unregistrations after a payment, you can view the Payment Summary report (Event Services -> Online Payment section -> Payment Summary) to see if there are any registered payments that do not have a name under the column "Covering". Once a refund has been issued successfully, the payment will be removed from this summary.

References

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