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

For each Level 1 item there may be multiple Level 2 entries. For each Level 2 item there may be multiple Level 3 entries.

Online Payment level 1 and 2 relationship

Online Payment level 2 and 3 relationship

Opening the Levels tab

Online Payment Maintenance - Levels tab key fields and buttons

Level 1 area fields

There are three fixed categories of online payments in Level 1:

Account payment
Events and Excursions
Other.

Note: Level 1 categories are fixed and do not appear on the portal or affect the function of your online payments. This can be overridden in the configuration settings. See Level1:Override configuration setting. Level 1 payments are only used to keep online payment options organised or grouped.

Field	Description
Description	Description of the online payment category.

Level 2 (Linked to Level 1) area fields

Each Level 1 item may be linked to multiple Level 2 entries. Each item defined here will appear on the Payments tab in the Community Portal.

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 one Level 2 records defined.

Field	Description
Portal 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 types accepted: Debtor Donation Event General ledger.
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

Level 3 items will appear on the Community Portal when the user clicks on a Level 2 item.

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: This can be fixed or you can 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: 8/04/2015 12:08:47 PM

Online Payments Maintenance - Voluntary Contributions tab

Use the Voluntary Contributions tab to define voluntary contribution plans displayed on the Community Portal.

From each Voluntary Contribution Line item there may be multiple Voluntary Contribution Line Options.

Voluntary contribution structure

Opening the Voluntary Contributions tab

Contribution Detail area fields

Field	Description
Description	Description of the voluntary contribution.
OverridePortal Description	Description of the voluntary contribution displayed on the Community Portal.
PortalHelpComment	Detailed description of the voluntary contribution displayed on the Community Portal.
Active	Whether the voluntary contribution record is active.
Sort	Order in which the options appear on the portal.
Seq	Unique code identifying the voluntary contribution.

Buttons

Button	Description
	Add a new voluntary contribution line item.
	Delete the selected voluntary contribution line item.

Voluntary Contribution Line Options area fields

Fields

Field	Description
Description	Description of the voluntary contribution line option.
Default	Whether this is the default voluntary contribution line option.
Fund	Fund linked to the voluntary contribution line option (e.g. Building Fund). See luFund lookup table.
Appeal	Appeal linked to the voluntary contribution line option (e.g. Annual Appeal 2015). See luAppeal lookup table.
Annual Amount	Default amount to be debited for the voluntary contribution line option.
Tax Code	Tax code linked to the voluntary contribution line option. For example, F - Tax Free). See luTax lookup table.
Contribution Mode	Contribution mode for the voluntary contribution line option. Either: one per payment plan one per student in payment plan.
Payment Plan Student Count	Number of students with payment plans linked to the debtor account. By default voluntary contributions are charged on a per student basis. You can use this field to create voluntary contribution charges based on the number students linked to a debtor account For example, if the contribution amount for a single student is $1000, but you want debtors with two students to only pay $1600 rather than $2000 you would enter the amount of $1600 for the contribution then type 2 into this field when creating the contribution.
Sort	Order in which the options appear on the Community Portal.
Active	Whether the voluntary contribution line option is active.

Grid area fields

Field	Description
Description	Description of the voluntary contribution line option.
Fund	Fund linked to the voluntary contribution line option (e.g. Building Fund). See luFund lookup table.
Appeal	Appeal linked to the voluntary contribution line option (e.g. Annual Appeal 2015). See luAppeal lookup table.
Default Amount	Default amount to be debited for the voluntary contribution line option.
Mode	Contribution mode for the voluntary contribution line option.
Stu Count	Number of students with payment plans linked to the debtor account.
Tax Code	Tax code linked to the voluntary contribution line option. For example, F - Tax Free. See luTax lookup table.
Default	Whether this is the default voluntary contribution line option.
Active	Whether the voluntary contribution line option is active.
Sort	Order in which the options appear on the Community Portal.
Seq	Unique code identifying the voluntary contribution line option.

Buttons

Button	Description
	Add a new voluntary contribution line option.
	Delete the selected voluntary contribution line option.

Last modified: 8/04/2015 12:06:55 PM