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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 button (medium width)

Add a new voluntary contribution line item.

Delete button

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 in the System maintenance manual.

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 in the System maintenance manual.

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 button (medium width)

Add a new voluntary contribution line option.

Delete button

Delete the selected voluntary contribution line option.

Last modified: 4/05/2017 4:21:22 PM

See Also

Maintaining online payment configurations

Online Payments Maintenance - Merchants tab

Online Payments Maintenance - Levels tab

Level1:Override configuration setting

Rule:01 configuration setting

Rule:02 configuration setting

Rule:03 configuration setting

© 2017 Synergetic Management Systems. Published 20 July 2017.

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