- Install Payments2Us
- Create Samples
- Edit related Payment Form: "4. Event/Training Course".
- Mark as Primary
- Update "Events" as appropriate.
- Edit/Add/Remove Related Payment Options to add Event Types
- Create a Campaign of Record Type "Events". Update fields as appropriate, including start/end dates, active, publish on web.
- Customise Checkout Form
- Setup Receipt Details such as organisation name/address, colours, logos, footers etc.
- Update Receipt Email Template Text
- Update Receipt Letter Object Text
- Test with test card details.
- Use Upcoming Events Link from Merchant Facility and locate test Campaign/Event.
- OR, on the Campaign, select Create URL Token checkbox. Save. Then click into URL Token created and use that link.
- Clone Merchant Facility and related Payments. Enter production credentials
- If required migrate existing Members and set so Automatic renewals are set to go out.
- Test production site
- Update website to have new Event Form
Events Membership Checklist
Project Checklist
Payments2Us Install Checklist
Fundraising Checklist
Membership Checklist
Events Membership Checklist
Xero Integration Checklist
Updated at July 27th, 2024