Online Payment Maintenance

Online Payment Maintenance - Levels tab

Use the Levels tab to define:

categories of online payments (Level 1)
online payments for each category you have defined (Level 2)
options for each online payment you have defined (Level 3).

Online Payment Level Heirarchy diagram

Online Payment Maintenance - Levels tab key fields and buttons

Level 1 area fields

Define categories of online payments in Level 1.

Note: Level 1 does not appear on the portal or affect the function of your online payments. It is only used to keep online payment options organised or grouped.

Field	Description
Description	Description of the online payment category.
Active	Select to make this category active.
Seq	Unique code identifying the category.

Level 2 (Linked to Level 1) area fields

Define merchants and payment types for each Level 1 category. Each item defined here appears on the Community Portal as an online payment a community member can select.

For example, your organisation may want to create a Level 2 entry called Donation to the Building Fund.

Note: For online payments to work, you must have at least Level 2 records defined.

Field	Description
Description	Description of the merchant and payment type combination for this category. Note: This description appears on the Community Portal.
Merchant	Merchant to accept payment from.
Payment Type	Payment type accepted.
Portal Activity Label	Description that appears on the Community Portal when the community member selects this online payment option.
Active	Select to make this merchant and payment type combination active.
Sort	Order in which the options appear on the portal.
Seq	Unique code identifying the entry.

Level 3 (Linked to Level 2) area fields

Define allocation options for each online payment. Each item defined here appears as a payment option when community members select an online payment. If more than one Level 3 item is defined for a Level 2 item, they appear as a drop-down list to the community member.

For example, your organisation may want to create Gold, Silver and Platinum donation levels to the Building Fund with set donation amounts.

Note: You do not have to create Level 3 items for each Level 2 item. You cannot create Level 3 records for debtor payment types.

Field	Description
Description	Description of the fund and code combination for this definition.
Amount	Amount to be paid. Note: You can also allow users to nominate their own amount.
GL Code	General ledger code to allocate this payment to.
GL Sub Alloc	General ledger sub-allocation code to allocate this payment to.
Tax Code	Tax code for this payment.
O'ride Tax %	Overriding tax percentage, if used.
Fund	Fund to allocate this payment toward.
Appeal	Appeal this payment relates to.
Publish From	Date from which this configuration appears on the portal. For example, you may want to make a configuration for last-minute event tickets that are more expensive.
Publish To	Date after which this configuration is unavailable on the portal. For example, you may want to make a configuration for early-bird event tickets that are less expensive.
Sort	Order in which the appeals are displayed on the portal.
Seq	Unique code identifying the entry.

Level 3 Detail area unique fields

Field	Description
User can Change Amount	Select if the community member can change the amount paid.
Notify Staff ID	Select a staff member to be notified when the payment occurs.
Notify Email	Type the email address to send the notifications to.

Buttons

Button	Description
	Add another entry to the Level 1, 2 or 3 grids.
	Delete the selected entry from the grid.
	Launch: General Ledger Maintenance for the selected general ledger code. Staff Maintenance for the staff ID.
	Launch the Staff Search window to find the staff ID.

Common Buttons

Button	Description
	Undo the changes made.
	Save the changes without closing the window.
	Save the changes and close the window.
	Close the window without saving changes.

Last modified: 15/10/2013 11:09:09 AM