Knowledge Base

Payment Settings


Frequently Asked Questions

#1 What are the Online Payment Systems that may be used with X-CD?

The current payment systems that the X-CD software may link to are listed below. This list is continuously updated. If you do not see your payment system in the list, contact sales@x-cd.com to discuss the option to integrate with your online payment system.

List of Supported Payment Systems:

  • Authorize.net
  • Beanstream
  • BluePay
  • Cybersource Website Mobile Hosted
  • Global Gateway Webservice
  • Heartland
  • Moneris
  • Moneris Hosted Pay Page
  • PayEezy - Direct Post
  • Paymentech
  • Payment Express - PX Post
  • Paypal Website Pro
  • Paypal Payflow Pro
  • SagePay
  • SecurePay XML
  • Transax
  • TransFirst Classic
  • Virtual Merchant

#2 How to link the Registration System to my Financial Service / Gateway Provider (e.g. Paypal)

IMPORTANT NOTE:

If you have an existing module is connected to your payment processor already, open a private or incognito browser window to your x-cd site and copy and paste the exact same API credentials from the other module which are located under the payment settings screen into your new event. i.e. Follow steps 2 to 6 below to get to the payment settings screen.

  1. You will need to contact your Financial Service provider to obtain your API credentials. The API credentials will consist of an API username, API password and API signature.
    NOTE: the API credentials are different than your financial service / gateway provider account login

    Once you have the API credentials:
  2. Click Dashboard
  3. Click  Attendee Module
  4. Click Settings button
  5. Click Setting in the horizontal menu
  6. Select Payment Settings
  7. Scroll down to Credit Card Enabled field and select Yes
    NOTE: setting up for the first time, set Credit Card Test Mode to Yes, for testing purposes
  8. Scroll down to Credit Card Processing field and enter the following such that:
    Credit Card Processor Login = API username
    Second Key = API password
    Credit Card Processor Third Key = API signature
    If applicable, enter value for, Credit Card Processor Fourth Key
  9. Click Update Payment Settings


#3 How to link Membership System to my Financial Service / Gateway Provider (e.g. Paypal)

You will need to contact your Financial Service provider to obtain your API credentials. The API credentials will consist of an API username, API password and API signature.
NOTE: the API credentials are different than your financial service / gateway provider account login

Once you have the API credentials - use ONE of the following - where you update will depend if you are using the E-Commerce module to collect dues or not.

How to figure out if you are using the E-Commerce module for collecting member dues?

1. On the Admin Dashboard, do you see the E-COMMERCE tab?

  • If no, then you are NOT using the E-Commerce module
  • If yes, click the E-Commerce tab
    • Click Manage Existing Stores, Do you see in the grid a corresponding Membership Store name?
    • If yes, then you are using the E-Commerce module to collect member dues
    • If no, then you are NOT using the E-Commerce module for collecting member dues

IF USING THE E-COMMERCE MODULE TO COLLECT MEMBER DUES:

  1. Click Dashboard
  2. Click E-Commerce tab
  3. Click Manage Existing Stores icon
  4. Click on the name of your Store
  5. Click Settings button
  6. Click Settings in horizontal menu
  7. Scroll down to Payment Settings
  8. For Credit Card Enabled field and select Yes
    NOTE: setting up for the first time, set Credit Card Test Mode to Yes, for testing purposes
  9. Scroll down to Credit Card Processing field and enter the following such that:
    Credit Card Processor =Select from dropdown list the corresponding service provider
    Credit Card Processor Key 1
    = API username
    Credit Card Processor Key 2 = API password/secret key
    Credit Card Processor Key 3 = API signature
    If applicable, enter value for, Credit Card Processor Fourth Key
    Note: Hover over the ? for each key for more information or help
  10. Click Update Settings

IF NOT USING E-COMMERCE MODULE TO COLLECT DUES:

  1. Click Dashboard
  2. Click Dues Management in left side menu
  3. Click Setting in the horizontal menu
  4. Scroll down to Payment Settings
  5. For Credit Card Enabled field and select Yes
    NOTE: setting up for the first time, set Credit Card Test Mode to Yes, for testing purposes
  6. Scroll down to Credit Card Processing field and enter the following such that:
    Credit Card Processor =Select from dropdown list the corresponding service provider
    Credit Card Processor Key 1
    = API username
    Credit Card Processor Key 2 = API password/secret key
    Credit Card Processor Key 3 = API signature
    If applicable, enter value for, Credit Card Processor Fourth Key
    Note: Hover over the ? for each key for more information or help
  7. Click Update Settings

#4 Where do I find my Payment Gateway information to link it to X-CD?

Below is a list of links that may help you locate the information you will need to provide X-CD or to enter into the Payment Settings screen.

If your payment provider is not listed below contact X-CD for assistance, by clicking the help button in the top right corner and submitting a support ticket.


#5 Where do I enter the Cancellation Policy information?

  1. Click Dashboard
  2. Click Attendee Module
  3. Click Settings button
  4. Click Settings in horizontal menu
  5. Select Payment Settings
  6. Scroll down to the section heading Screen Content and locate the 'Cancellation Policy' text box and enter the Cancellation Policy details.
  7. Scroll down and Click Update Payment Settings button to save changes.

TIP: You may wish to copy and paste your Cancellation Policy in the Invoice Statement Footer field so the information is explicitly printed on the Attendee's Invoice.


#6 How to setup or include multiple admin emails for payment notifications?

  1. Click Dashboard
  2. Click Attendee Module (if you wish to setup for Exhibitor module, click Exhibitor Module)
  3. Click Settings button
  4. Click Setting in the horizontal menu
  5. Select Payment Settings
  6. Scroll down to the section heading Email Information and locate the Admin Payment Notification field and set to Yes
  7. In the Payment Notice Email(s) field, enter email address, for multiple emails separate with ;
    • e.g. email1@address.com; email2@address.com
  8. Scroll down and click Update Payment Settings button to apply changes

#7 How to setup taxes for my Registration site?

Note: At this time, the X-CD system can only charge one universal tax across all items on the invoice. If you require more complex tax rules to be applied, please contact sales@x-cd.com to discuss your custom development requirements.

  1. Click Dashboard
  2. Click Attendee Module
  3. Click Settings button
  4. Click Settings in horizontal menu
  5. Select Tax Settings
  6. Click Enable Taxes to Yes
  7. In Single Tax Rate, enter a numerical value equivalent to the tax rate
  8. In Tax Name, enter a name reference for the tax
  9. Click Update Tax Settings


#8 How to add an image to an invoice header?

To add an image to an invoice header, first upload the image file to the X-CD system.

Once it is uploaded to the X-CD system, insert the image into the invoice header.

Upload an image

  1. Click Dashboard
  2. Click Upload Files in left side menu
  3. Select the file from your computer to be uploaded, click Upload Your File button
  4. Once the file has been uploaded, copy the image URL

Insert the image into the Invoice Header

  1. Click Dashboard
  2. Click Attendee module
  3. Click Settings button
  4. Click Settings in horizontal menu
  5. Select Payment Settings
  6. Scroll down to Invoice Statement Header field
  7. Click the image icon
  8. Paste the image URL address
  9. Click Ok button

#9 How to Edit the Invoice Header/Footer?

Registration Module

  1. Click Dashboard
  2. Click Attendee module
  3. Click Settings button
  4. Click Settings in horizontal menu
  5. Select Payment Settings
  6. Scroll down to Invoice Header / Invoice Footer field(s)
  7. Apply your edits
  8. Scroll down, click Update Payment Settings button to save changes.


#10 How to edit the Registration confirmation email?

  1. Click Dashboard
  2. Click Attendee module
  3. Click Settings button
  4. Click Settings in horizontal menu
  5. Select Payment Settings
  6. Scroll down to section heading Email information and locate Confirmation Email Text field
  7. Apply edits
  8. Scroll down and click Update Payment Settings button to save changes.


#11 How to set a currency type for online payments?

    The default currency is USD.

    Should you wish to enable a different currency, please submit a support ticket requesting the currency type.

    At this time, the currency type may only be enabled by X-CD.


    #12 How to accept Cheques/Checks?

    1. Click Dashboard
    2. Click Attendee module
    3. Click Settings button
    4. Click Settings in horizontal menu
    5. Select Payment Settings
    6. Scroll down to the section heading Billing Information and ensure to complete the following fields:
      • Conference Payable Name (i.e. Name or Organization the Check is made to:)
      • Billing Address
      • Billing City
      • Billing State/Province
      • Billing Zip
      • NOTE: You may wish to include the instructions in the Invoice Footer field as well.
    7. Scroll down to section heading Screen Content and locate Offline Payment Screen Content text field and populate with Instructions for the submitting payment. This information will be displayed on-screen when the end user is indicating their form of payment.
    8. Scroll down to section heading Payment Type Options and locate Checks Enabled field and set to Yes
    9. Scroll down and click Update Payment Settings button to save changes


    #13 How to accept Wire Transfers?

    1. Click Dashboard
    2. Click Attendee module
    3. Click Settings button
    4. Click Settings in horizontal menu
    5. Select Payment Settings
    6. Scroll down to section heading Screen Content and locate Wire Transfer Screen Text text field and populate with Instructions for the submitting payment. This information will be displayed on-screen when the end user is indicating their form of payment.
      • NOTE: You may wish to include the instructions in the Invoice Footer field as well.
    7. Scroll down to section heading Payment Type Options and locate Wire Transfer Enabled field and set to Yes
    8. Scroll down and click Update Payment Settings button to save changes


    #14 How to accept Purchase Orders?

    1. Click Dashboard
    2. Click Attendee module
    3. Click Settings button
    4. Click Settings in horizontal menu
    5. Select Payment Settings
    6. Scroll down to the section heading Billing Information and ensure to complete the following fields:
      • Conference Payable Name (i.e. Name or Organization the Check is made to:)
      • Billing Address
      • Billing City
      • Billing State/Province
      • Billing Zip
      • NOTE: You may wish to include the instructions in the Invoice Footer field as well.
    7. Scroll down to section heading Screen Content and locate Offline Payment Screen Content text field and populate with Instructions for the submitting payment. This information will be displayed on-screen when the end user is indicating their form of payment.
    8. Scroll down to section heading Payment Type Options and locate Purchase Orders Enabled field and set to Yes
    9. Scroll down and click Update Payment Settings button to save changes


    #15 How to turn off / on Credit Card Test Mode?

    ATTENDEE / EXHIBITOR REGISTRATION MODULES

    1. Click Dashboard
    2. Click Attendee / Exhibitor module
    3. Click Settings button
    4. Click Settings in horizontal menu
    5. Select Payment Settings
    6. Scroll down to Credit Card Test Mode field and set to No to turn it off
      • Set to Yes to set the system in Test mode, then continue to step 8
    7. Ensure the Credit Card Enabled field is set to Yes
      • Note: If the payment processor requires the CVV code, ensure that the Require CVV Code field is set to Yes
    8. Scroll down and click Update Payment Settings button to save changes

    E-COMMERCE MODULE PAYMENT SETTINGS

    NOTE: If you are using the e-commerce module to collect dues, subscriptions, donations and/or merchandise, follow the below steps:

    1. Click Dashboard
    2. Click E-Commerce tab
    3. Click Manage Existing Stores icon
    4. Click on the store name in the grid
    5. Click Settings button
    6. Click Settings in horizontal menu
    7. Select Payment Settings
    8. Scroll down to Credit Card Test Mode field and set to No to turn it off
      • Set to Yes to set the system in Test mode, then continue to step 8
    9. Ensure the Credit Card Enabled field is set to Yes
      • Note: If the payment processor requires the CVV code, ensure that the Require CVV Code field is set to Yes
    10. Scroll down and click Update Payment Settings button to save changes

    DUES MANAGEMENT MODULE

    NOTE: NOTE: If you are using the Dues Management module (and not the E-Commerce module) to collect dues, follow the below steps:

    1. Click Dashboard
    2. Click Dues Management in left-side menu
    3. Click Settings in horizontal menu
    4. Scroll down to Credit Card Test Mode field and set to No to turn it off
      • Set to Yes to set the system in Test mode, then continue to step 8
    5. Ensure the Credit Card Enabled field is set to Yes
    6. Scroll down and click Update Payment Settings button to save changes

    ABSTRACT SUBMISSON MODULE PAYMENT SETTINGS

    NOTE: If your Abstract system is setup with an abstract submission payment follow the below steps:

    1. Click Dashboard
    2. Click Speaker module
    3. Click Settings button
    4. Click Advanced in horizontal menu
    5. Select Payment Settings
    6. Scroll down to Credit Card Test Mode field and set to No (to turn off test mode) / Yes (to set in test mode)
      • Ensure the Credit Card Enabled field is set to Yes
    7. Scroll down and click Update  button to save changes


    #16 How to Transfer Payment Settings from one module to another?

    To setup global payment settings to use the same account information across modules.

    1. Click Dashboard
    2. Click Other Tools
    3. Click Credit Card Processor
    4. Complete the screen information for your Payment Gateway
    5. Click Update button
    6. When you add a new module such as registration, the payment settings will transfer to the new module after creation.

    If a module already exists, and you want to use the same payment gateway as a former module:

    1. Open the payment settings screen in a browser screen for the new module
    2. Open a private / incognito browser screen to view the payment settings screen for the former module
    3. Copy and paste the payment setting field values from the former to the new module
    4. Also set the other payment setting fields to be the same as the former module for fields such as admin email, check, wire transfer, purchase order, CCV, etc.
    5. Click Update Payment Settings for new module to save
    6. Close the private / incognito browser screen


    #17 How to set which credit cards we will accept?

    1. Click Dashboard
    2. Click Other Tools tab
    3. Click Credit Card Processor icon
    4. In Credit Card Types field, highlight the credit cards you wish to accept
      • To highlight more than one item, hold down the CTRL or COMMAND button and click on each option to highlight
    5. Click Update to save changes
      • NOTE: These settings will be universally applicable across all modules connected to your payment processor in your X-CD site.

    #18 Where to find Credit Card Transaction responses?

    To view all credit card responses across all modules

    1. Click Dashboard
    2. Click Other Tools under the Admin Dashboard heading
    3. Click Credit Card Processor icon
    4. Click History tab
    5. Locate the name of the individual by entering part of the lastname in the Search field in the top right corner of the grid display
    6. Under the Message column will provide the transaction response and indicate if the transaction was approved or successful
      • If declined, click on the Row in the grid for the individual to open the transaction information
      • Locate the text 'responseCode' or ;Error code' and find the number returned
      • Open a google browser and search for your payment gateway response code chart to find out the reason the card was declined
        • e.g. Authorize.net response code 2

    To view credit card responses within a specific module

    1. Click Dashboard
    2. Click your Module
    3. Click Manage button
    4. Located on the right side of the screen, in the Search field, enter the first few characters of the First or lastname for Attendee Registrations or Company Name for Exhibitors, then Click the Row containing the match
    5. Click Payments In the horizontal menu
    6. Select Credit Card History
    7. Locate the most recent declined transaction, Click More
      NOTE: A pop-up window will appear showing the transaction details and reason for decline
    8. Click the X in the upper right hand corner to close the pop-up window
    9. Open a google browser window and search for your payment processer response code chart to find the reason for the decline
      • e.g. authorize.net response code 2


    #19 Other Payment related help - Registration, Invoices, Discounts, Exhibitor

    Refer to:

    • Managing Invoices (with payments) section - click here
    • Managing Registrations (no payments yet) section - click here
    • Creating and Managing Discounts/Discount Codes - click here
    • How to link my Exhibitor Module to my Financial Service Provider - click here

    X-CD Technologies (pronounced "Exceed"!) has been supporting the association and conference industry since 1995. All of our software modules are proprietary and developed in-house which gives us the flexibility to make customized changes to meet all of our clients unique needs.

    We have offices in both San Francisco and Toronto and a network of conference management organizations and suppliers worldwide that can help and serve your needs wherever your next conference venue is located.

    Our clients include both small and large associations and conferences and events range from as small as 100 to 5,000 attendees. Our client base includes universities, corporations, associations, private companies, conference management groups and government.

    API Documentation

    Trusted Commerce

    We are PCI Compliant