TPP Pay Settings

Contents

To set up or edit your TPP Pay settings, go to Administration > Profile & Preferences and click the TPP Pay Preferences tab.

Scroll down the last two sections on this screen.

Show ACH:
- Check Yes to allow ACH payment and credit/debit payments
- Check No to allow credit/debit payment only
Notify Online Payments To:
- Event Salesperson – Check this to send a notification to the assigned Event Salesperson on the event when an online payment
- Event Owner – Check this to send a notification to the assigned Event Owner on the event when an online payment
  - This is automatically assigned as the Event Salesperson when a new event is created, unless it is manually changed
- Business Email – Email address on file under Administration > Business Information
- Other – Add additional emails here to notify anyone else when an online payment is made
  - Multiple emails should be separated by a comma

Status Types for Payment Portal:
- Is Confirmed – Show any events in your payment portal that have a balance due and a status type of Is Confirmed in your Event Statuses list
- Is Proposal – Show any events in your payment portal that have a balance due and a status type of Is Proposal in your Event Statuses list
- Is Closed – Show any events in your payment portal that have a balance due and the status assigned as Closed
  - This option is rarely checked
Show Scheduled Payments:
- Check Yes to show any noted Scheduled Payment and/or Deposits with their due dates
  - These are set up in an event under Financials by clicking the Schedule Payment button
- Check No to not show these in the portal
Allow Partial Payments:
- Check Yes to allow partial payment
  - This will need to be on to allow for deposit payments
- Check No to require payments for the full balance due

Updated on July 13, 2023