Summary
Due to the rules established by Visa and Mastercard in early 2024 affecting the USA and Canada, Shulcloud has implemented new processes. This article will cover what is not impacted on the settings and how to update the database to comply with new implementations.
Please make sure the site is in alignment with state regulations as well.
Our development team has exerted considerable effort to make these changes as seamless as possible for our customers. While some adjustments will impact everyone, the overall transition has been designed for minimal disruption.
Changes to All Shulcloud Sites (Global Site Changes)
Terminology Updates
"Transaction Fee" or simply "Fee" will replace "Convenience Fee" across Shulcloud
A voluntary fee (Fee mode "Ask the Payer") is essentially a donation, as people are asked if they would like to include or exclude the fee at the time of payment.
A mandatory fee (Fee mode of "Always", "Charge when amount is below", or "Charge when amount is above") will be a surcharge.
"Transaction" will replace "Convenience" in the "What's this?" payment page help pop-up.
"Online Transaction Fee Donation" will replace "Convenience Fee Charge Type" across Shulcloud
For more information on terminology updates, please refer to Online Payment Fee Changes (Glossary)
Data Updates
A Charge Type called "Online Transaction Surcharge" will be added to all sites
Under Admin Menu > Settings > Other Financial Settings, "Processing Fee Surcharge Charge Type" will be created.
Payment Email Templates (Admin Menu > My Lists > Template Text) will gain a "fee_details" token to break out the fee from the base donation/payment in email payment notifications.
Local Site Changes for the USA and Canada
If a gateway setting is changed to a Mandatory fee mode, to always collect the fee or collect it when the amount is above/below, the Charge Type Fee Override will be disabled and the gateway will force the fee settings.
How to Update
Charge Types
Admin > My Lists > Charge Types
Shulcloud has created a new charge type called Processing Fee Surcharge Type.
Settings
Admin > Settings > Edit Settings > Other Financial Options
Shulcloud updated the name of the field "Convenience Fee Charge Type" to "Online Transaction Donation". The previously assigned charge type, or site setting, will remain unless changed.
Shulcloud created and assigned a charge type (Processing Fee Surcharge) for mandatory fees in the field called "Processing Fee Surcharge Charge Type"
Template Text
Review your template text in Admin > My Lists > Template Text > Email Payment Notifications to add the [fee_details] token.
This will separate the fee from the rest of the payment. If different charge types for fee donations and fee surcharges have been set up, the corresponding charge type will show in the email and on receipts depending on if the gateway fee was set to a voluntary option or a mandatory option.