Configuring the Community Portal for payment plans

You can configure the Community Portal for payment plans by enabling and customising the following tabs:

• payment plans
• manage stored cards.

To configure the Community Portal for payment plans:

1. Log into the Community Portal as a portal administrator.

   Tip: You can grant users access to the Admin panel using the SYS|CommunityPortalAdminPanel security permission. See Group Security Maintenance - Groups View in the System maintenance manual.

2. Click Configuration in the Admin panel.

   

   The Main Menu Configuration Tool window is displayed.

   

3. Select one of the following tabs in the Menu Items area:
   • Payment Plans
   • Manage Stored Cards.
4. Select the EnabledFlag menu item attribute.

   

5. Select the Value field.

   

   The Payment Plans tab is enabled on the Community Portal.

6. Repeat steps 3 through 5 until all tabs are enabled.
7. Configure the Payment Plans tab to display the way you want on the Community Portal. See Customising the Payment Plans tab in the Community Portal Configuration manual.
8. Configure the Managed Stored Cards tab to display the way you want on the Community Portal. See Customising the Manage Stored Cards tab in the Community Portal Configuration manual.

Last modified: 4/03/2017 8:02:58 AM

© 2017 Synergetic Management Systems. Published 20 July 2017.