From Events, select Register a customer, and select the Payments tab
Check/CC
Specifies the check number or credit/debit card code. Codes are defined on the Set up cash accounts window in AR/Cash.
Payment card fields
■ CC # - (Required when a credit/debit card code is entered in the Check/CC field) Specifies a credit/debit card number. When a payment is saved, all but the last four digits of the card number are masked.
■ Exp - (Required when a credit/debit card code is entered in the Check/CC field) Specifies a credit/debit card expiration date (mm/yy). When a payment is saved, the expiration date is masked.
■ CSC - (Displayed when a European debit card code is entered in the Check/CC field and the associated card authorization account uses the Other gateway and accepts a CSC number for deferred authorization) Specifies the European debit card CSC number. When a payment is saved, the CSC number is masked.
■ Name on CC - Enter the name on the credit/debit card.
■ Authorize - (Displayed when a credit/debit card code is entered in the Check/CC field) Specifies an authorization code for the credit/debit card.
■ Issue # - (Displayed when a European debit card code is entered in the Check/CC field and the associated cash account accepts an issue number) Specifies the European debit card issue number.
■ Issue Date - (Displayed when a European debit card code is entered in the Check/CC field and the associated cash account accepts an issue date) Specifies the European debit card issue date (mm/yy).
Note: If Advanced PCI Compliance (see Implementing Advanced PCI Compliance options) > Do not retain cardholder information is enabled, iMIS saves transactions without cardholder data and shows only gateway reference number and authorization code fields.
Payment Amount
Specifies the amount of the check or credit/debit card payment.
Ref/PO
(optional) Specifies a reference or purchase order number.
Terms
(optional) Specifies the terms for the payment, for example, 30 or 60 days.
Balance
Displays any outstanding balance.
More Payments
Opens the Payments window. The Payments window is used to track additional payments made for a registration.
To enter a single payment
1. From Events, select Register a customer to open the Register a customer window.
2. Find the event registration (see Finding an event registration) for which you want to enter a payment.
3. Click Edit.
4. Select the Payments tab, and enter the payment information.
Note: If you receive more than one payment for a single order (such as two checks), do not enter the entire payment here. See To enter multiple payments.
5. In the Check/CC field, enter a check number or a payment card code, such as VISA, AMEX, or MAESTRO (debit). When you enter a card code, additional fields display:
□ CC # - Enter the credit/debit card number.
□ CSC - (Displays only if the associated card authorization account uses immediate authorization, or deferred authorization with the Save CSC Prior to Authorization checkbox selected) Enter the Card Security Code. CSC can be a required value (see Requiring a Card Security Code (CSC) for credit/debit card transactions) for specific cash accounts.
□ Exp - Enter the card's expiration month and year (mm/yy).
□ Authorize - Enter any authorization code here. (If credit card authorization is enabled, this field populates when the payment is approved.)
□ Name on CC - Enter the name as it appears on the card.
□ Issue # - (Displays only if the associated cash account accepts an issue number) Enter the European debit card's issue number.
□ Issue Date - (Displays only if the associated cash account accepts an issue date) Enter the European debit card's issue date (mm/yy).
Note: If Advanced PCI Compliance (see Implementing Advanced PCI Compliance options) > Do not retain cardholder information is enabled, iMIS saves transactions without cardholder data and shows only gateway reference number and authorization code fields.
6. Enter the amount in the Payment Amount field.
7. (optional) If the registrant has sent a purchase order, enter the number or reference key in the Ref/PO field.
8. (optional) If a partial payment is being made and your organization uses terms, enter the code in the Terms field.
9. Click Save.
To enter multiple payments
1. From Events, select Register a customer to open the Register a customer window.
2. Find the registration (see Finding an event registration) for which you want to enter a payment.
3. Click Edit.
4. Select the Payments tab.
5. Enter the amount of the first payment in the Payments tab.
6. Click More Payments to open the Payments window.
7. Click Insert.
8. Enter the additional payment information in the Payments window.
9. Click OK on the Payments window.
10. Click Save on the Register a customer window.
Note: To make all payments, primary and additional, appear on your confirmation letters or invoices, edit their report specifications, and add PRINT_MULTI_PAYMENTS in the detail report description.
Example of the Payments window in Edit mode
Note: If Advanced PCI Compliance (see Implementing Advanced PCI Compliance options) > Do not retain cardholder information is enabled, iMIS saves transactions without cardholder data and shows only gateway reference number and authorization code fields.
To edit an existing payment
If you need to make a correction to the amount or to other aspects of an existing payment, you can modify the existing payment data directly. This will correct the data that may be reported back to the registrant in a confirmation letter or invoice. However, it will not modify the original accounting transaction generated when the payment was initially entered. For example, no correction to a check or credit card number will be passed through to an originating transaction.
If a correction is made to the original amount, a new payment transaction will be generated which will act as an adjusting entry. If the new amount is greater than the original amount, an entry will be generated to debit cash for the difference between the original and new amounts. If the new amount is less than the original amount, the difference will be credited to cash.
Note: If you need to adjust an existing payment amount and you have Batch Control enabled, activate the same batch that holds the original payment transaction.
Note: If you accidentally apply a credit card payment to the wrong registration, and you detect the mistake while the batch is still open, do not delete the payment. Instead, edit the payment, and delete only the Payment Amount, leaving the rest of the information in the payment record intact. iMIS makes adjustments to the appropriate accounts automatically.