Set up a Cheval Québec event or registration process on HorseReg: create the Event Dashboard, choose who pays the taxes and processing fees, set one price per category and assign GL codes.
- Decide who pays before the event goes live. Processing fees and taxes are paid either by the participant or by Cheval Québec. After setup, only Uplifter can change this choice.
- Prices are before taxes. Each registration category has one price, and taxes are added on top when you collect them.
- GL codes need financial access. Only admins with access to Financials can create GL codes and assign them.
- Every event and registration process starts the same way. It is an Event Dashboard, set up as in the general articles linked below.
Manage Cheval Québec events and registration processes on HorseReg: create the Event Dashboard, then make its financial choices, which are who pays the fees and taxes, the prices and the GL codes.
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Create the Event Dashboard
Create the event or registration process as in Create an Event Dashboard.
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Choose who pays the processing fees
On the Event Dashboard, select Configuration → Financials. Under Taxes & Processing Fees, choose User Pays to add the fees to the participant’s cart, or Organizer Pays to have Cheval Québec pay them out of its payouts. The full steps are in Set up taxes and processing fees on an Event Dashboard.
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Choose whether you collect taxes
On the same page, choose who pays the taxes. If you don’t collect taxes, leave the tax rate at 0% - No Tax. If you do, select Add New Tax on Registration Price and choose the rate, for example TPS / TVQ (14.975%).
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Set the prices
Give each registration category its price, before taxes. See Manage registration categories on Event Dashboard.
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Add discounts if you need them
Use a coupon code or an early bird discount; see Create a coupon code and Add an early bird discount to a registration category.
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Assign GL codes
On the Event Dashboard, select Configuration → GL Codes and assign a code to the event, a category or a price. The steps are below.
GL codes
GL codes decide which revenue account each sale posts to. Only admins with access to Financials can manage them.
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Check that the code exists
On the Admin Dashboard, select Financials → Accounting, choose the financial account and open GL Codes. If the code you need isn’t in the list, add it with the right type, such as Revenue - Registrations.
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Open the event’s GL codes
On the Event Dashboard, select Configuration → GL Codes.
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Choose the level
Assign the code to the whole event, so every price in every category uses it, to one category, so every price in that category uses it, or to one price. To split one price across several codes, give each code its share of the price.
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Check the list
The codes you assigned show in the list. A code set on a category or a price overrides the one set on the event.
When the event is ready, see Submit your Event Dashboard for review and go live. To change who pays the fees or taxes after setup, contact Uplifter Support.