Payment Settings

In the Payment Settings section, there are many tools you can use to control how payments are completed on your event website.

To find these tools, navigate to Revenue > Payment Settings.


General Settings

In the General Settings area, you can determine the basic behaviour of your payment requests.

To make any changes here, click on the Edit button.

Image showing General Settings in the Payment Settings menu

The following can be set in the Payment General Settings:


  1. Amend the event country and time zone.
  2. Amend the currency for your event
  3. Identify any countries excluded from making payments
  4. Specify after how many days invoices must be paid or if they require immediate payment
  5. Determine date format.

Tip 💡

Choosing User Locale will format the date according to each user's device settings.

When you have finished making your amendments, press Save.

Payment Providers and Transaction Prefix


The Payment Providers section lists all payment providers that have been configured in EventsHQ, and allows you to activate providers as applicable.

Note 🗒️

To learn more about setting up and activating payment providers, click here.

The Transaction Prefix forms the beginning of each invoice number.

Evessio will automatically generate a prefix of 4 random letters, followed by the year of the event. You can customise the prefix to reference your event, making transactions from this event more easily identifiable.

To amend your transaction prefix, click Edit. When you are done, select Save.

Transaction ‘Paperwork’ PDF Templates

A list of transaction ‘Paperwork’ PDF templates is also available on this page. 

Image showing the transaction ‘Paperwork’ PDF templates available

If you wish to edit any of these templates, simply click on its name.

You will be then brought to the selected paperwork to make any amendments.

These are also available by navigating to Website > Email Templates > Attachments, and selecting your desired template.

Note 🗒️

For more information on editing attachments/templates, click here.

Checkout Settings

Checkout Settings enables you to control the user journey through the checkout process for both paid and free transactions. Some steps are mandatory, and vary depending on if the transaction is paid or free.


  1. Personal Information: Optional step for both paid and free transactions. Personal Information is intended to capture details about the person completing the transaction, and often includes marketing and other opt-in preferences.
  2. Invoice Information: This is a mandatory step for paid transactions and does not appear for free transactions.
  3. Summary Page: This is a mandatory step for paid transactions as it is where the payment method will be chosen and completed. The Summary page is optional for free transactions.
  4. Thank you Page: This is the mandatory final step in the process, and redirects to your Thank you web page.

Tip 💡

The data captured in Personal Information and Invoice Information can be edited in Website > Forms > System Forms. The Thank you page can be edited in Website > Pages.

Display £0.00 amounts

Here, you can also choose to display zero value amounts.

If you choose Yes, free transactions will be displayed with a £0.00 value (or equivalent currency). If you choose No, there will be no mention of monetary value for free transactions.


Send Free Paperwork

The Send Free Paperwork option allows you to determine if a free transaction will receive the Invoice-Free paperwork.

You can choose to edit this invoice, which you will find in the transaction ‘Paperwork’ PDF templates.

Please refer to the table below to understand the difference between a free and a zero value transaction.

1. Free

Free transactions are those which have all items with prices of 0.00

If any item in the transaction has a price greater than 0, the transaction is not longer free (even if the final total ends up as 0.00)

Paperwork

If Send paperwork is set to No, there is no transaction paperwork PDF attachment to the Thank You email


If Send paperwork is set to Yes, the 'Invoice - Free' template will be used.

2. Zero value

Transactions may have a final total of 0.00 due to discounts or vouchers. These are treated differently from 'Free' transactions as they require financial reporting to account for the price adjustments.


Paperwork

For transactions which are not free but have a total of 0.00 - there is a shortened checkout process whereby the customer does not need to complete the 'Invoice details' section.


A regular 'Receipted Invoice' is sent using the 'Personal Information' fields.

Basket Settings

In Basket Settings, you can change the position of the Add to basket selector, which appears in the Basket view once logged in to your event website.

The selector is placed above (at the top of the page) by default. To change the location, click on the Edit button and choose one of the options:

  • Above places the selector at the top of the page
  • Below places the selector below all product items
  • Hidden means the selector is not shown

You can also add or change the banner message that can be shown in the Basket, Saved items, Completed Items and Incomplete items areas.

Note 🗒️

Banner messages are placed at the top of the page, above the basket selector, regardless of the location choice.

Text can be added and formatted, and other elements can be added such as images, links and download buttons. and presented in one of the following styles:

  • Normal: Message appears without a background colour.
  • Info: Message appears with a blue background colour.
  • Alert: Message appears with a red background colour.

Image depicting the different message styles- normal, info and alert.

Tip 💡

If you do not want a message displayed, simply leave the message text box blank.

VAT Settings

In this section, you

can determine the way VAT will be applied to transactions.

Note 🗒️

For more information regarding VAT settings, click here.