8am/AffiniPay Configuration

Configure Settings in Global Admin

• First Time Setup
• Additional Event, Same Merchant Setup
• Additional Event, New Merchant Setup

Configure Settings in the Event Portal

• Portal Connection & Environment
• Invoice Configuration
• My Account Access

Testing & Troubleshooting

 

Configure Settings in Global Admin

First Time Setup

1. Navigate to Event > Event Configuration > Preczn Payment Gateway Configuration

2. In the Add Merchant section, enter a unique name (such as your Event Type - Processor Name), and click Provision Merchant Account.

3. Select 'Affinipay' and complete all fields, click Connect

4. In Event Configurations, complete the following fields:

• Payment Gateway Comment1 prefix in Comment 1 which will appear along with the company identification.
• Payment Gateway Comment2 an additional comment field if desired.
• ACH Payments
  • If you would like to take ACH payments, your implementation team will need to activate the feature for initial use. Once configured within the system it can be enabled for individual events in Event Configuration.  This will enable it to function automatically on the public site's My Account page; all online sales pages should be tested and may require additional configuration by the implementation team.

Additional Event, Same Merchant Setup

This is for events that have the same merchant and credentials as the other events in the system are already configured. 

1. Navigate to Event > Event Configuration > Preczn Payment Gateway Configuration

2. Select the existing merchant from the Connect Existing Merchant to Event dropdown

Note: If password has been updated since the last event, updating in one event will sync it across ALL connections for that merchant.

Additional Event, New Merchant Setup

This is for additional events that have the same merchant with different credentials or a completely different merchant account.

1. Navigate to Event > Event Configuration > Preczn Payment Gateway Configuration

2. Complete Add Merchant section, enter a unique name for the merchant connection (such as Event Type_Processor Name) and click Provision Merchant Account to pull the client's connected account credentials.

2. Continue with credential entry. If different merchant (Authorize.net, 8am) please see setup article for those specific merchant accounts if you'd like to see screenshots for specific fields. Setup steps will be the same as above.

Configure Settings in the Event Portal

Portal Connection & Environment

1. Navigate to your Event Portal > Admin Panel > Payments > Payments Manager > Merchant
2. Configure the Merchant section:
   1. Set the Gateway ID field to "Use config from Global Admin." Click Save.
   2. Set the Gateway Environment field to Production. Click Save.
3. Update the Comment 1 field to mirror the text from Global Admin > Event Configuration > Payment Gateway Comment 1 field
4. Update the Comment 2 field to mirror text from Global Admin > Event Configuration >Payment Gateway Comment 2 field
5. Ensure the Required Payment Fields mirror those set in your payment processor 

 

Invoice Configuration

Please work with your project manager to ensure changes here are consistent with your invoices in Global Admin.

1. Navigate to your Event Portal > Admin Panel > Payments > Payments Manager > Invoice Configuration
2. Select settings
   1. Under Invoice Type, select CompanyId + EventId
   2. Bill-to-Address Contact Type: This will pull the address of a specific contact type (such as the invoice contact) for all invoices. 
   3. Hide Payment Schedule: Select this box if you would like to hide the payment schedule on both the invoice screen and the PDF download from Event Portal
   4. Additional Content: Add any specific payment information here
   5. Invoice Logo: If you would like the system to pull a specific logo you may utilize this field, otherwise the system will use the Large Logo from the site header

 

My Account Access

1. Grant Exhibitor Access to view the My Account Invoice site page and statement report
2. Navigate to Admin > Organizations Manager > Configuration > Contact Types
3. Select the Invoice Access radio button for all contact types you wish to have access to the invoice and make payments (note: these contact types much also be set as 'allowed')

4. Navigate to Admin > Page Editor > /exhibitorhub to add My Account access directly from the exhibitor hub page
   1. Add HTML custom button that links directly to the /organizations/myaccount page
   2. Be sure to remove any old exhibitor console link blocks that may direct exhibitor to a different site (if you previously used any legacy account pages, your project manager has placed a redirect on those pages that will take exhibitors back to the event portal to avoid any confusion)

 

Testing & Troubleshooting

1. Create a $1 order for a test company in Global Admin
   1. Tip: When adding yourself as a contact to your test company, do not use your same email connected to your Event Portal Admin account.
2. Login to your Event Portal and process a real $1 cc payment 
   1. Use Global Admin to refund (Note: Authorize.net requires a 24-hour waiting period for refunds)
3. Check all links

Testing ACH

• To test ACH payments you will need to log into the Event Portal My Account page, as that payment method is only available there. 
• Add an ACH payment to the test company.
• Once it has been deposited, you may add a negative Online ACH Refund payment in GlobalAdmin to reimburse yourself.
• If ACH Test Mode is used, you can use any account number and routing numbers 000000000 or 000000013.

 

How to Disconnect from AffiniPay

Click the Disconnect from AffiniPay link.

Note: this will impact all events.

 

 

Affinipay Support Contact Info

• www.affinipay.com - login, support center, main phone number
• Main Support Line: 855-656-4685 *has late night and weekend support
• Main Support Email: [e-mail] *late night and weekend support
• Association Support Line: 800-485-6455
• Association Team Email: [e-mail]
• Chargebacks: [e-mail]