Enabling payment plans on the Community Portal

You can configure the Community Portal to display payment plans and enable community members to select their preferred payment plan option.

Configuring the Community portal for payment plans

To configure the Community portal for payment plans:

1. Configure an SSL certificate for the Community Portal.

   Note: The Community Portal can only accept payments if SSL is enabled on your IIS server. Contact your IT Administrator.

2. Configure the Payment Plans tab. See Customising the Payment Plans tab.
3. Configure the Managed Stored Cards tab. See Customising the Manage Stored Cards tab.
4. Configure the luPortalPaymentPlans lookup table. See luPortalPaymentPlans lookup table.
5. Configure the NAB Transact online payment gateway. See Configuring NAB Transact in the Synergetic Finance manual.

Customising Financial configuration maintenance settings

To customise financial configuration maintenance settings:

1. Select Modules > System > Finance Configuration Maintenance > Debtors tab.

   

2. Populate the following Debtor Details - Page 1 fields:
   • Default No of Debtor Instalments
   • Default Instalment Day of Month
   • Instalment Frequency
   • Print Unearned Instalments on Original Statement Only
   • Auto Create First Transaction for New Instalments.

   Note: Select this field to activate the default payment plan defined by the Debtor Details - Page 1 instalment settings and automatically charge the first instalment when Automatic Tuition is processed.

   Tip: Community Portal users cannot make changes to activated payment plans. Use this field to ensure all the debtors for a particular fee code are assigned the same payment plan.

3. Click OK.

Enabling debtor fees to use instalments

To enable debtor fees to use instalments:

1. Open Fee Maintenance. See Debtor Fee Maintenance in the Synergetic Debtors manual.

   The Debtor Fee Maintenance - General tab is displayed.

   

2. Select the Use Instalments field for each code to be assigned to a payment plan.
3. Click the Auto Tuition tab.
4. Select an Auto Tuition Code for each Fee Code used for Instalments.

   Note: Automatic Tuition will not process a Fee Code without an Auto Tuition Code. See Automatic Tuition in the Synergetic Debtors manual.

5. Click OK when finished.

Creating payment plans using automatic tuition

To create payment plans using automatic tuition:

1. Open the Automatic Tuition window. See Automatic tuition in the Synergetic Debtors manual.

   

2. Populate the following Selections area fields:
   • Process as at Date
   • Date to Appear on Transactions
   • Period Number (Term)
   • From Year Level
   • To Year Level.

     Tip: You can test your settings by running the program with the Is this a What If run? field selected. Until this field is deselected the Posting Details area will not be active and Automatic tuition will not process live.

3. Deselect the Is this a What If run when you are ready to process automatic tuition live.

   The Posting Details area becomes editable.

4. Populate the following Posting Details area fields:
   • Posting date
   • Description.
5. Click OK to process automatic tuition.

   The Instalments tab is updated with an incomplete instalment plan. See Debtor Maintenance - Instalments tab in the Synergetic Debtors manual.

Last modified: 5/01/2017 4:09:08 PM