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Payment plans are linked to instalment billing in Synergetic and allow each Portal user to choose their preferred payment method.
Note: Secure Sockets Layer (SSL) is required to view the Payment Plans tab. Contact your IT administrator.
You can customise how the Community Portal displays portal payment plans and configure Synergetic to process payment instalments.
Note: The configuration settings for EnabledFlag, MenuOrder, ParentPageName and Text are only applicable when using the Portal 6 and below render method.
How to:
Important: Review messages must be configured to allow payment plan selections to be processed.
What you can do...
What you can do... |
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Define the settings for each payment plan. |
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Customise the text above the Available Payment Plans listing on the Payment Plans page. |
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Determine whether a bread crumb menu is displayed to guide the user through the payment plans process. |
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Determine the start of the charging period for the following year. |
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Customise the Currently charged text label. |
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Customise the Currently yet to be charged text label. |
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Customise the Currently outstanding text label. |
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Customise the text displayed when a user attempts to change payment plans after charging has begun. |
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Define the HTML text displayed on the Review your selections popup. |
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Determine whether the Self-administer option is enabled. |
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Customise the Email requirement text label. |
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Define the text of the Available Payment Plans heading on the Payment Plans tab. |
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Define the text of the Balance Summary heading on the Payment Plans tab. |
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Define the text of the Current Plan Not Selectable heading on the Payment Plans tab. |
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Defines the text of the Submit and Terms heading on the Payment Plans tab.
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Define the Update Managed Stored Cards heading on the Payment Plans tab. |
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Determine whether charged payment plan page information is displayed after charging has commenced. |
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Customise the message displayed when debtors without active payment plans access the Payment Plans page. |
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Determine whether discounts are offered for debtors with outstanding balances. |
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Determine whether certain fee codes cause discounts not to be offered. |
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Customise the message displayed when debtors with fee codes entered in the NoDiscountForFeeCode configuration setting select to self-administer their payments. |
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Customise the text displayed when the Payment Plans page is unavailable. |
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Customise the text next to the Overdue amount. |
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Determine the Day of the Month for Override instalment details under Debtors. |
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Customise the text above Payment methods. |
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Determine whether the Payment Plans tab is displayed. |
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Determine the position of the Payment Plans tab on the menu bar. |
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Determine whether the Payment Plans tab is displayed as a sub-tab of another tab. |
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Customise the title of the Payment Plans tab. |
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Customise the text on the Payment Plans tab. |
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Customise the URL of the Payment Plans tab. |
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Customise the text at the top of the Manage Stored Cards page when the page is accessed using the [Manage payment plans stored cards] button. |
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Customise the text above the Agreed to terms and conditions checkbox. |
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Customise the subject used in the email sent when completing payment plan selections. |
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Customise the text displayed under the Payment results heading after the user has selected a payment plan. |
PaymentResultsPageUpperText configuration setting |
Customise the text next to the amount used for instalment plans. |
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Stores the URL for the Community Portal loading page when using the Edit Debtor or Edit Owner buttons in Debtor Maintenance. |
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Determine whether an email is sent to the user once a payment plan is selected. |
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Determine whether a breakdown of current year fees into not charged, charged and outstanding is displayed. |
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Determine whether a grand total of the prior year balance and instalments for the current year is displayed on the Payment Plans tab. |
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Determines whether the total owing figure is displayed as a single figure or split into prior year and not charged amounts. |
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Customise the text next to the Sub total figure. |
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Customise the Fees total text label. |
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Determine the text placed to the left of the Prior year outstanding amount. |
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Determines the text placed to the left of Total owing amount figure. |
TotalOwingText configuration setting |
Customise the text next to the Prior years outstanding amount. |
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Determine whether users are required to enter an email address when their default email in the Synergetic community is blank. |
Last modified: 6/03/2015 5:00:53 PM
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© 2015 Synergetic Management Systems. Published 5 March 2015. |
