Maintaining online payment configurations

You can configure Synergetic to process online payments from community members logged into the Community Portal.

Note: You can configure online payments at your organisation by following the steps outlined in the Online payments manual. See Online payments.

To configure online payments:

1. Set up the merchants for whom you accept online payments, and select the payment gateways to be used. See Online Payments Maintenance - Merchants tab.

   Note: You can configure multiple entries for the same merchant. Use the Levels tab to specify which entry should be used by the online payment category.

2. Define:
   • categories of online payments
   • merchants and payment types to be used for each category
   • allocation to funds, general ledger codes and tax codes to be used for online payments.

   See Online Payments Maintenance - Levels tab.

3. Define voluntary contributions. See Online Payments Maintenance - Voluntary Contributions tab.

Last modified: 20/12/2016 4:51:06 PM

© 2017 Synergetic Management Systems. Published 20 July 2017.