Payment Rules

The Payment Rules section is where you can add payment rules that you want to apply for the payments you collect. When you create payment rules, Super Admins can either disable or enable the payment rules.

Additionally, any changes you make on this page automatically update and save without any action required from you.

With these payment rules, you can control when to disable certain payment types based on an event date or an amount.

Caution

If your portal is only set up to use one payment method, we do not recommend enabling payment rules.

Payment Rule Example

Let's assume you don't want to accept ACH payments within 5 days before an event. With a payment rule, you can disable ACH payments, which then forces the payer to use a credit card if they're paying within 5 days of an event. Additionally, you could also disable credit card payments for a certain amount, so the payer must use an ACH payment, which cuts down on the fees associated with payers using credit cards for large deposits.

Creating Payment Rules

To create a payment rule:

Navigate to Account Settings > Account Settings > Payment Settings in your Sertifi Portal.
Click Add a rule under the Payment Rules section.
Choose CC or ACH based on the payment you want to disable.
Choose Event Date or An Amount that you want to disable the payment type for.
If you selected Event Date, enter how many days before an event you want to disable the payment type.
If you selected An Amount, enter the dollar range you want to disable the payment type. You can enter either just a minimum or just a maximum amount. For example, if you don't want to accept payments over $10,000, enter this as your minimum amount and leave the maximum blank.
Caution
If you're adding more than one payment rule, ensure that your payment rules don't conflict. For example, if you set a rule to disable credit card payments 5 days before an event, and the event costs $1,000, don't set another rule that disables ACH payments for amounts over $800. If you do, your client won't have any way to pay.
Click Update to save.