Accept online payments (video)

In this video you'll learn the steps necessary to link your Occasion account to a payment gateway so you can accept online payments! We'll also show you how to do a test transaction and issue a refund.

  1. Click on the gear icon from the top navigation.
  2. Click on "Manage Payment Gateway".
  3. Select the payment processor you use and go through the set-up process.
  4. Once you have connected to your payment gateway, do a Test Transaction. This will charge your credit card $2 and you will issue yourself a refund in the next step.
  5. To cancel the order and issue a refund click on the "Orders" tab at the top navigation.
  6. Click on "Edit Order" for the successful test transaction.
  7. Click on "Cancel Order". This will cancel the order and remove the person from roster for the class.
  8. Now click on "Issue Refund", and choose the refund method from the drop down. Once you've made a selection, choose the amount you'd like to refund and click on the "Finalize" button.

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