How to Set the List of Acceptable Credit Cards?
NOTE: These settings will be universally applicable across all modules connected to your payment processor in your X-CD site.
- Click Dashboard
- Click Other Tools tab
- Click Credit Card Processor icon
- In Credit Card Types field, highlight the credit cards you wish to accept
- To highlight more than one item, hold down the CTRL or COMMAND button and click on each option to highlight
- Click Update to save changes
Testing Payments in Credit Card Test Mode
When your modules are set up by X-CD your payment processor is left in Credit Card Test mode so clients may review and check their form content, layout and requirements prior to testing payment. When in credit card test mode, transactions are NOT ...
How to set a Favourite list of Registration reports?
Click Dashboard Click Attendee module Click Reports button Navigate to the report that you want to mark as a favourite e.g. Pending Attendees Click the Star so it appears 'coloured in' Click the Favourites tab, the 'Starred' report will be listed ...
How to Download a List of Registrants?
This download will generate an excel file with ALL registrations containing registration status values that are Complete, Incomplete. Pending and Cancelled. Use the filter feature in excel to filter the list using the Status column. e.g. Filter the ...
How to apply a Credit to a Group Registration?
Click Dashboard Click Attendee module Click Manage Groups in the left side menu Search for the relevant group registration Click on the row, the group registration appears on Select See All Group Members on the far right side Click Edit ...
How do I email / download a list of registrants that selected a certain response on the registration form?
Click Dashboard Click your Attendee Module Click Reports button Under the Attendees tab, click on Go beside Specific Registration Values Select the option response from the Select Values list If applicable, select a Registration Status filter E.G. ...