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Adding a Payment Processor to Localist Register

Updated: Andy at Concept3D Edited:

Permission Required: Platform Admin

In order to sell tickets via Localist Register, a payout account must first be added to the platform via Platform Settings. Without a payout account, you will only be able to offer free registration or spot reservation until a payout account is added. Because this requires access to the Platform Settings, Platform Admin access is required to add a payout account.

 

Localist works with the following organizations:

  • Stripe
  • Authorize.net
  • TouchNet (New!)

 

- Important - 

Register is PCI-DSS 3.2 Level 1 compliant 

 

1) Open the Admin Dash and navigate to Settings > Platform Settings

2) Select the Register tab

Screenshot_2023-03-16_at_11.36.20_AM.png

3) Under Payout Accounts, select either a Personal or Shared Payout account by selecting the corresponding dropdown.

4) Make sure to clearly label account names to keep things organized

Screenshot_2023-03-16_at_11.40.13_AM.png

- Heads-Up -

Adding Personal Payout Account is not allowed by default. You must first check the Allow Personal Payout Accounts box found above the Payout Accounts List and Save Changes. Once your changes are saved, you can proceed with adding a Personal account. 

Screenshot_2023-03-16_at_12.16.05_PM.png

If this is not checked, you will only be allowed to add Shared Payout Accounts. 

 

When selecting Stripe

After clicking Stripe, you will leave the Localist Admin Dash to complete your setup via Stripe's dashboard. Click the link on the left side of the page to return to the Localist Admin Dash.

Screenshot_2023-03-16_at_11.42.24_AM.png

 

When selecting Authorize.net

You can complete your Authorize.net setup within the Localist Admin Dash. You'll need your Authorize.net API Login ID and Transaction Key, which can be found in your Authorize.net Merchant Interface. 

Screenshot_2023-03-16_at_11.47.52_AM.png

 

When Selecting TouchNet

When selecting TouchNet, you'll complete setup from the Localist Admin Dash. You'll need the required uPay Site ID, along with optional Credit Account and Debit Account codes. 

 

Once a Payout Account is added, it will be shown in the Admin Dash along with any other added accounts. Event Admins will be able to view any Shared Payout Accounts on the platform, but a Platform Admin cannot access any information or data from a Personal Payout account setup by an Event Admin.  

 

Adding a Payout Account to a Live Event

The Payout Account details can be added from the Admin Add Event Form on the Tickets & Registration tab at the top of the form:

Screenshot_2023-03-16_at_12.50.23_PM.png

Once on the Tickets & Registration tab, you can scroll down to Event Registration Settings to find the Payout Account dropdown. Admins will only see the accounts they've previously setup.

Screenshot_2023-03-16_at_12.48.40_PM.png

 

Testing Stripe

If you are planning on using Stripe’s test feature you will need to do this in the Staging Environment. Since the Staging Environment is linked up with Stripe’s ‘test mode’, you can use a test card (no money will transfer). Your production platform is synced with Stripe’s ‘live mode’, which means you will have to use a real card, make a purchase, and then refund the money to your account in order to test any transactions.

 

Testing Authorize.net

At this time, Authorize.net can only be configured to the Production side of your Localist Platform. When adding the account, make sure the Authorize.net Gateway is set to Sandbox. Then, save changes. 

Screenshot_2023-03-16_at_11.49.48_AM.png

 

 

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