Event Registration – QB Billing

Once your credit card credentials have been setup with MicroNet Customer Service, you will have some new settings related to Event registration.

Contact support@micronetonline.com to integrate your credit card credentials with your database.

Event registration with credit card processing video

Set defaults for credit card transactions generated from event registrations

1.	Click Setup in the left-hand menu.

2.	Click Event Options and Settings.

3.	Open the Registration and Billing Preferences area.

4.	Select desired option for what should be tracked in ChamberMaster when a credit card sale is made. See Figure 14-1

Figure 14-1 Credit Card Payment tracking options

5.	Click Save.

6.	Remain on this screen and select how ChamberMaster processes non-member transactions by choosing a QuickBooks Option. See Figure 14-2 below.

Figure 14-2

Since this selection can be changed for each event, setting the default to the 2nd selection is probably the most common here. To do that, you will need to have a customer created and ready in QuickBooks. To do this, open QuickBooks and create a new Customer. Name this new customer to indicate that it will contain your non-member event registrations. (“Non-member invoices” for example).

7.	Click Save.

Turn on credit card as a payment method for an event

Credit card credentials must first be integrated with ChamberMaster. Contact support@chambermaster.com.

1.	Click Events in the left-hand menu.

2.	Select the desired event.

3.	Click the Fees tab.

4.	Ensure that fees have been assigned to this event.

5.	Open the Registration and Billing Preferences area.

6.	Select Allow members to register online for this event and/or Allow non-members to register online for this event.

Figure 14-3 Online Registration Options for an event

7.	Then select Allow registrant to make payment with a Credit Card (online only) for members and/or non-members.

8.	Double-check your preferences for Credit Card Payment Tracking Options and Invoice and Sales Receipt Options. See the previous section titled “Set defaults for credit card transactions generated from event registration” for more information.

9.	Click Save.

Now when someone registers for an event, they will have the option to pay by credit card. You may also register and pay by credit card on behalf of a guest by clicking Add New Registration on the Guest List tab.

After receiving credit card payment for event registration

If you selected that a credit card payment should be tracked in QuickBooks with a paid invoice or sales receipt, then you will need to create those transactions.

1.	Click QB Invoices in the Task List.

2.	Click Create Invoices in the Action column for the desired event.

Figure 14-4 Creating QB transactions

3.	Make desired selections and click Create Invoices Now.

These invoices and receipts may also be created by clicking Create QuickBooks Entries Now from the Account tab of the desired event.

Figure 14-5 Create event transactions in QuickBooks