Testing a Merchant Account (CPS)

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Don't want the hassle of choosing a payment gateway and setting up a merchant account? With Cvent Payment Services (CPS), we can handle all of that for a percentage of the transactions you process. All you need to do is talk to a sales representative, review number 6 in our Terms of Use, and complete this form. Once your account has been set up, submit a test transaction following the steps below. The money collected from your events will be deposited into your bank account by the end of the following month.
 
NOTE: These instructions are for Classic events. If you’re creating a Flex event, reference this article instead. These steps also apply if you're testing transactions with a CyberSource Payer Authentication (3-D Secure) gateway.
 
1 Create a test event. Once you've been notified that your account has been set up, create an event. Name it "Credit Card Test" so it's easier to remove from your Cvent invoice later.

Since this event is just for testing, you can leave almost everything blank or turned off, but be sure to check the box beside Fees in Step 2 of the wizard. Select your merchant account from the dropdown. 

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2 Add a small fee. Once you've completed the wizard, hover over Event Details and, under Pricing, select Fees. Click Edit.

Scroll down and click Create Fee...
When the pop-up appears, give the fee a name and enter an amount greater than or equal to $1. Click OK, then Save.

Back on the Fees page, click Edit, then click Create Refund Policy... and enter the same amount in the appropriate field. Enter a date in the If Cancelled By field at least a week from today.

 
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Click OK, then Save.

3 Allow payments from this gateway. Hover over Website & Registration and, under Registration, click Registration Settings. The Basic Settings tab opens by default. Click the tab to the right, Summary & Payment, then Edit.

Under Credit Card Payments, select "Process at the time of registration."
 
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Click Save.

4 Ensure you're not charged for this. Now, before proceeding take a moment and let us know you've created a test event by submitting a case 
 
NOTE: If you do not have a contract with us, we will be unable to mark your event as non-billable.
Once a Product Consultant confirms it's been marked as non-billable, go on to the next step. All this means is that Cvent won't include this event or its registrations in your final invoice but you will still be charged the per transaction fee for the $1 transaction. 

5 Activate the test event. Select Overview from the blue navigation bar, then click Launch Event.

Click Confirm.


6 Submit a test payment. Hover over Promotion & Communication and, under Web, click Weblinks. Scroll down to Registration, copy the link, and paste it into a new browser window. 

Register yourself. When you get to the Submit Payment page, select Credit Card, enter your card information, and click Finish.  
  
NOTE: Because credit card processors differ by type, test once with Visa or MasterCard and again with American Express or Discover.

If the transaction was unsuccessful, you'll be prompted to try again. If everything worked, you'll see the Registration Confirmation page.

Now you can link your merchant account to the actual event, set up fees, and customize the Submit Payment page.
 
7 Get your money back. To get your test fee back, wait 24 hours then unregister yourself from the event.

 

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