Step 1: Create a query for participants whose credit cards will be automatically charged

  1. Highlight the event’s name and then select Bookkeeping.

The Bookkeeping page opens.

  1. Under Add Batch Transactions, click Batch Auto-Charge Tool.

The Batch Auto-Charge Tool page opens.

  1. Click New.

  2. In the New Auto-Charge Batch page, perform the following steps:

  3. Under Auto-Charge Configuration, select the check box for the registration type to be included in the Auto-Charge list. Select as many check boxes as necessary.

  4. Under Criteria for Calculation, select the appropriate check box to determine the criteria that will be used to calculate which participants’ credit cards will be automatically charged. Select as many check boxes as necessary.

The Total Confirmed Raised check box is automatically selected, and you can not change this setting. The Calculation field shows the formula that will be used to determine who will be automatically charged.

  1. Click Run Query.

The Qualifying Participants page opens to show all participants that meet the Auto-Charge criteria. If the list is empty, it is because no participants in your database matched your specified criteria. You may need to narrow your query.

Note: The Auto-Charge column displays YES for all participants whose credit cards will be automatically charged. You can disable Auto-Charge for one or more participants by selecting the participants’ check box and clicking Do Not Auto-Charge.

  1. Apply the Auto-Charge as described in the procedures below.

 

Step 2: Apply automatic charges

  1. Select the check box for all participants whose credit cards you want to automatically charge.

  2. Click Auto-Charge Participants.

  3. In the pop up window, confirm that you want to apply the Auto-Charge.

A page opens to show that an Auto-Charge batch is scheduled to be processed. While the batch is waiting to complete, the status will be Scheduled. When it is processed, the status will change to Complete.