INTRODUCTION
Feature Summary: Set up the payment integration (i.e. Stripe or SafeSave) and select the payment methods accepted by the club.
Use Cases: System users can customize the allowed payment types. Some payment types are auto-enabled (e.g. credit card), and others are optional (e.g. cash, check, gift card).
SETUP REQUIREMENTS
Log in to the admin dashboard.
Go to the side menu and click SETTINGS > BILLING SETTINGS.
Click the Integrated Payments icon.
Configure settings.
Click Save.
Selecting a payment provider
Click the Payment Provider field, select an option (i.e. Stripe or SafeSave), and then paste in the API keys.
For Stripe, click the Get Started with Stripe button.
For SafeSave, enter the Private and Public API key from the gateway.
Configuring the settings
Allow Players to pay transactions via Member Portal - Check the box to enable player payments (e.g. court bookings and lessons) on the member portal. If not checked, all payments must be processed on the admin side.
Allow Players to Create eCheck Payment Profiles - Check this box to allow players to save eCheck payment profiles. If unchecked, members can only save Credit Card Payment Profiles. (eCheck/ACH/EFT not available to customers in Canada using Stripe)
Allow Players to Create Pre-Authorized Debit Payment Profiles - Check this box to allow players to save Pre-Authorized Debit payment profiles. If unchecked, members can only save Credit Card Payment Profiles. (Pre-Authorized Debit is only available in Canada)
Auto Pay Membership when Dues are Posted on Member Portal - If this box is checked, CourtReserve auto-processes membership fees with the card in the member's payment profile when fees are due. If not checked, players or admins must manually process all membership payments.
Auto Delete Payment Profiles if Consecutively Declined X Times During Auto Pay - If this box is checked, the setting below will appear. System Users can have member's payment profiles auto-delete if payments decline a set amount of consecutive times. This setting will check for payment profile declines during Auto Pay for Membership Dues, Batch Billing, and Auto-Charging when a member is Auto Registered into an event from the waitlist.
X Declines before Payment Profile Deletion - Set a parameter for how many times a member's payment profile can decline before being auto-deleted from the system.
Hide Pricing for Additional Player(s) Booked on Reservation(s) - Under development.
Auto Apply Account Credit to Unpaid Fees - Account Credits will be automatically applied to the oldest unpaid fees that exist on a member's account. Uncheck this setting to prevent the account credit from auto applying. Learn More about Account Credits.
Show Additional Info on Receipts - Use this optional field to add text to payment receipts.
Enabling allowed payment types
The first three options (credit card, balance, and manual adjustment) are selected by default and cannot be changed. System users can enable or disable the other payment types by checking or unchecking the boxes.
Other settings
Enable Convenience Fee - System users can add an optional fee to credit card payments made by players on the member portal. Read the disclosure, check the box to acknowledge agreement, and enter a rate. Click here to learn more about convenience fees.
FEATURE USAGE - USERS' PERSPECTIVE
If the system user enables a convenience fee, CourtReserve adds new lines to the player's member portal statement, as shown below.
The invoice includes a line for the convenience fee and, if enabled, the additional information.
