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Sequence of setting up event and payment gateway

Posted: January 15, 2017 at 12:15 am


konnectbus

January 15, 2017 at 12:15 am

Hi there – I’m setting up my new installation and have to create over 150 summer events (that recurring event thing will be a godsend!).

As a practical problem have applied for a braintree account and they have said it might be upto 3 weeks to get sorted.

If I set up my events now, will the payment gateway once set up later, work smoothly?

The reason I ask is your documentation says somewhere ensure payment gateway set up prior creating events.

I just want to make sure as otherwise I might be saddled with tons of duplicate work to delete and recreate events.

I presume many new users may face this kind of an issue.

Your quick response much appreciated.

Thanks


Tony

  • Support Staff

January 16, 2017 at 4:54 am

Hi there,

The reason I ask is your documentation says somewhere ensure payment gateway set up prior creating events.

Do you know where you saw this? No problem if not, I’d just like to clarify the meaning there.

So you need at least 1 payment method setup for your events to work, Event Espresso will automatically setup the invoice payment method on install so you have at least one. You can add/remove payment methods to EE at any point without causing problems with your events (the exception to that is a registration that just then selected the payment method as you de-activated it, may throw an error but should then allow you to select one of the others available).

You should have no problems creating your events and then activating the Braintree payment method once your account is setup 🙂


konnectbus

January 18, 2017 at 10:13 pm

Hi Tony

Thanks for this.

The reason I was concerned is because even your ‘quick start guide’ makes it a point mention payment system before saying ‘now you are ready to create your first event.

But its clear. I can continue creating events and then seamlessly integrate a gateway like braintree later.

I have the ‘braintree add on’ downloaded as a plug in. Should I leave it deactivated until I am ready to set up?

Once I am ready and do set it up by activating the plugin, how do I deactivate the default ‘invoice payment method’?

Another kinda related question? How do i test the diferent parts of the whole system I am building. For eg. event registration / ticketing / scanning tickets etc. Is there a ‘test mode’? I’m sorry but it wasn’t immediately clear from the documentation I have read so far.

Thanks for your help in advance.

Cheers


Tony

  • Support Staff

January 19, 2017 at 5:30 am

I have the ‘braintree add on’ downloaded as a plug in. Should I leave it deactivated until I am ready to set up?

It won’t matter, activating the plugin adds the payment method within:

Event Espresso -> Payment methods.

However it will e deactivated by default so you can activate the plugin and then activate the payment method at a later date, or leave the plugin de-activated until then, either is fine.

Once I am ready and do set it up by activating the plugin, how do I deactivate the default ‘invoice payment method’?

Whilst you can de-activate it, Id recommend just disabling it on the front end.

Event Espresso -> Payment methods -> Invoice -> Usable from.

Make sure the admin is checked but front end is no and update the settings.

Another kinda related question? How do i test the diferent parts of the whole system I am building. For eg. event registration / ticketing / scanning tickets etc. Is there a ‘test mode’? I’m sorry but it wasn’t immediately clear from the documentation I have read so far.

What kind of test mode would be needed?

To fully test the system as a normal user you can add an event you intend on using for testing, then add a registration to that event, used a payment method in test mode (you’ll need a test account with the payment provider to do that) or set the ticket value to a low value and then refund it.

Another option is to register using the Invoice payment method and then manually approve the registering (triggering the messages when doing so).

You’ll want to test as close as possible to how a normal user would register, adding a test mode, however similar to ‘live’ mode, can always add some uncertainty to the mix as you can’t be 100% sure that’s what happens on live.


konnectbus

January 19, 2017 at 8:33 pm

Thanks for your quick and helpful responses – will check documentation again if I get stuck.

Cheers


Tony

  • Support Staff

January 20, 2017 at 5:19 am

You’re most welcome 🙂

If you do find anything you are unsure of, or have any further questions just let us know.

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Updated by  Tony 2 years, 7 months ago ago

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