Creating voluntary contributions for payment plans

You can enable voluntary contributions allow debtors to contribute towards fundraising causes in their payment plans.

Note: Voluntary contributions are selected on the Payment Plans tab of the Community Portal. Once the payment plan has been submitted the voluntary contribution amount is updated in the Voluntary Contributions area of the Automatic Payments sub-tab. See Debtor Maintenance - Payment Type tab - Automatic Payments sub-tab in the Debtors manual.

To create voluntary contributions for payment plans:

1. Open Synergetic.
2. Select Module > System > Online Payments Maintenance.

   The Merchant tab of the Online Payments Maintenance window is displayed.

3. Click the Voluntary Contributions tab. See Online Payments Maintenance - Voluntary Contributions tab.

   The Voluntary Contributions tab is displayed.

   

4. Click in the Voluntary Contribution Lines area.
5. Enter a Description. For example, Building Fund.

   Tip: Enter an OverridePortalDescription to define a different description to be displayed on the Community Portal.

6. Enter a Portal Help Comment.

   Note: This field defines the help text displayed when the user hovers their mouse cursor over the help icon on the Payment Plans tab.

7. Click in the Voluntary Contribution Line Options area.
8. Type a description of the line option in the Description field. For example, $1200 Building Fund.
9. Select a fund for the line option from the Fund drop-down list. See luFund lookup table in the Finance manual.
10. Select an appeal for the line option from the Appeal drop-down list. See luAppeal lookup table in the System maintenance manual.
11. Type the contribution amount into the Default Annual Amount field.

    Note: You can create a voluntary contribution with an amount of 0 to allow Community Portal users to opt out of voluntary contributions.

12. Select a tax code from the Tax code drop-down list.
13. Select the contribution mode from the Contribution Mode field. You can select either:
    • one per payment plan
    • one per student in payment plan.

Tip: You can assign voluntary contributions based on the number of students linked to a debtor account by typing the number of students into the Payment plan student count field. For more information, see Online Payments Maintenance - Voluntary Contributions tab.

1. Repeat steps 7 through 13 to add additional line options for the selected voluntary contribution type.
2. Repeat steps 4 through 14 to add additional voluntary contributions.
3. Click .

   

Last modified: 16/09/2016 12:04:39 PM

© 2016 Synergetic Management Systems. Published 16 September 2016.