Cadmium University
Introduction to Cadmium Pay

Introduction to Cadmium Pay

Cadmium Pay is Cadmium's merchant service and the recommended payment processor across Cadmium products, including Eventscribe Registration, Scorecard, and Exhibitor Harvester. Because it's built specifically for Cadmium, you can collect payments directly within your event workflows without configuring a third-party processor. Setup, reporting, and reconciliation all happen in one place, which means less time spent on administrative tasks.

This course walks you through every stage of getting started with Cadmium Pay, from submitting your merchant application to reviewing your transactions and balances.

By the end of this course, you'll be able to:

  • Describe what Cadmium Pay is and how it connects to Cadmium products to collect payments without third-party setup.
  • Prepare and submit a merchant application, including business details and beneficial ownership information, and explain what happens during underwriting review (approval, pend, or hold).
  • Navigate the Cadmium Pay dashboard and locate the main areas they’ll use day to day: Profile, Users, Transactions, Balance Details, and Reports.
  • Review and maintain their merchant profile, and manage account users by adding new staff and deactivating people who leave the organization.
  • Distinguish between the main transaction types (Capture, Payout, Settle, and Refund) and interpret what each means for their funds.
  • Use Balance Details to see where their money is and when to expect payouts.
  • Run the right report for a common need, such as reconciling payments or checking payout history.

Approximate Time to Complete: 30 minutes

Target Audience: Cadmium Customers Using Cadmium Pay

Thank you for your time and interest in learning about Cadmium Pay.

If you need additional support or would like to access documentation about any of the information presented in this training, please access the Cadmium Documentation Portal by visiting support.gocadmium.com and selecting the Universal Solutions portal.

If at any time you have a question about this course or require assistance, please email [email protected].

You may also be interested in the following on-demand courses:

Key:

Complete
Failed
Available
Locked
Module 1: The Application Process
The Application Process
Open to view video.  |  3 minutes
Open to view video.  |  3 minutes This video will explain what ‘Cadmium Pay’ is and show you the application process to get you started.
You must register to access.
Module 2: Exploring the Dashboard
Exploring the Dashboard
Open to view video.  |  5 minutes
Open to view video.  |  5 minutes This video walks you through logging in to your Cadmium Pay dashboard and shows you how to use the left-hand menu to find the areas you’ll use most, including Profile, Users, Transactions, Balance Details, and Reports.
You must register to access.
Module 3: Managing Your Profile
Managing Your Profile
Open to view video.  |  7 minutes
Open to view video.  |  7 minutes This video shows you how to review and update your merchant profile and manage who has access to your account, including adding new users and deactivating people who leave your organization.
You must register to access.
Module 4: Understanding Transactions
Understanding Transactions
Open to view video.
Open to view video. This video will explain the process from payment to payout for Cadmium Pay.
You must register to access.
Module 5: Reviewing Balance Details
Reviewing Balance Details
Open to view video.
Open to view video. This video will review how to see where your balance stands at any given time.
You must register to access.
Module 6: Running Reports
Running Reports
Open to view video.  |  8 minutes
Open to view video.  |  8 minutes This video shows you how to find and run reports in Cadmium Pay so you can track your payments, check payout history, and reconcile your account.
You must register to access.
Cadmium Pay Course Conclusion
Post Course Survey
7 Questions
7 Questions
You must register to access.
Cadmium Pay Course Assessment
10 Questions  |  Unlimited attempts  |  7/10 points to pass
10 Questions  |  Unlimited attempts  |  7/10 points to pass
You must register to access.