Set Registration Payment Methods & Automatic Adjustments

The payments and adjustments section allows management of payment methods and transaction fee responsibility, installment payments, and fee auto-adjustments. 

TeamSnap does not add any administrative fees onto registration transactions, but there are processing fees if you choose to collect fees online. Optionally, processing fees can be passed on to the registrant to be included in their fees total.

In this article

Enabling Payment Methods & Transaction Fees

  1. Click Registration tab
  2. Click the registration form name or click Edit (skip to step 6)
  3. Click Edit this Registration Form
  4. Click Payments & Adjustments
  5. Click Payment Methods & Transaction Fees
  6. Toggle the switch for the payment method(s) that you'd like to make available for your registrants    
    1. Credit Card
      1. Using payments powered by WePay? Make sure you have set up the Payments tab so you can accept and deposit your online payments.
        WePay setup screen in the Payments tab.
      2. Using TeamSnap's integrated payments? Toggling credit cards or ACH to ON here will allow your participants to pay online, and you will need to complete set up in the Financials tab to enable deposits for the payments received. (The Financials tab will not be visible until you turn credit card or ACH payments on in your registration form.)
        Integrated payments setup screen in the Financials tab.
    2. ACH: This payment method allows registrants to have their payments drafted directly from their bank and is not currently available for installment plan payments, PayPal customers, or Canadian customers. Don't forget to complete set up in the Financials tab to enable deposits for the payments received. (The Financials tab will not be visible until you turn credit card or ACH payments on in your registration form.)
    3. Offline Payments: If you'll accept cash or check payments directly from your registrants, you can click Change Address to edit/enter the league address where offline payment should be sent
  7. Click Save
  8. Optional: Under Transaction Fees, toggle switch to OFF if you prefer for transaction fees to be included in your fee amounts. (Set to ON by default to pass transaction fees on to registrants)
  9. Click Save

Setting Up Installment Payments

  1. Click Installment Payments
  2. Toggle switch on to enable
  3. Select frequency of payments (monthly/twice monthly/custom) in dropdown
    • Twice monthly/Monthly
      1. Select number of installments (2-12) for total fees to be split into in dropdown
      2. Enter deposit amount (optional)
    • Custom
      1. Enter custom deposit amount (optional)
      2. Select first installment date
        • Note: If no deposit amount is entered, the first installment will be collected at checkout and the balance will be distributed among the custom set installment schedule
      3. Click Add
      4. Select next installment date
      5. Repeat steps 3-4 as needed
        • You can add as many installments as you'd like and the balance will be split evenly among them
  4. Click Save
Monthly vs Custom Installment Setup
Attention: Custom Installment deposit amounts are per-participant (If two players are registered, the deposit will be charged twice.) Monthly Installments are per-registrant (The deposit is always charged once.) 

Creating Automatic Adjustments

  1. Click Auto Adjustments
  2. Click + New Adjustment
  3. Select the custom field that the adjustment will be dependent on
  4. Enter the value that must be entered and matched to trigger the adjustment
    1. Text-type custom fields can have any text value specified
    2. Menu-type custom fields will display the values available for that custom field
    3. Date-type custom fields will display a date selector to set a specific date
    4. Checkbox-type custom fields display yes or no
  5. Enter $ amount that will be added or deducted from each registrant's fees
  6. Click Save 
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