Making Online Payments (How To & Reference)

Introduction

All ShulCloud sites have an online payment page at yourdomain.org/payment.php

Online payments or donations can be made by:

People who have a ShulCloud account and are logged in can make payments to their account balance.

Online payment form with balance details.

Fields	Description
1. Paying as	Account selection field. When a person is logged in, the account name will be listed in this field.
2. Third Party Payer	Select an account in ShulCloud to indicate the payment should be recorded on a different account (usually used for tax purposes). Only visible for admins. See Third Party Payment for more information.
3. Payment is	Select from: for account balance a donation
4. Paying For	When for account balance is selected, open charges will appear.
5. Unpaid	Displays the unpaid amount for any open charges. If the payment is not for the full amount, the amount being paid should be entered here.
6. Check Box	Select the open charges that will be paid in this transaction, or select all with the check box at the top if all open charges will be paid.
7. Amount	Field will auto sum the open charges selected in the Paying For area.
8. Pay this amount	Allows for a payment schedule to be set up for recurring payments, if allowed by the synagogue.
9. Payment Notes	Optional field to provide information about the payment that will appear on a statement.
12. Continue to Payment	Takes payer to the payment screen to complete the transaction.

Online payment form with dedication options.

Fields	Description
1. Paying as	Account selection field. If left blank, the payment will be recorded as Public, as noted below the text box. When a person is logged in, the account name will be listed in this field.
2. Third Party Payer	Select an account in ShulCloud to indicate the payment should be recorded on a different account (usually used for tax purposes). Only visible for admins. See Third Party Payment for more information.
3. Type	Dropdown to select the charge type for the donation being made.
4. Amount	Enter the amount of the donation.
5. Pay this amount	Allows for a payment schedule to be set up for recurring payments, if allowed by the synagogue.
6. Payment Notes	Optional field to provide information about the payment that will appear on a statement.
7. Dedicate	Optional section for a dedication to be added to the payment.
8. Dedication Type	Dropdown to select type of dedication. Dedication types can be set up in My Lists.
9. Dedication Text Field	Add detail about the dedication. See Template Text information.
10. Your Name	Indicate who the dedication is from, or request to be anonymous.
11. Person to Notify	If the honoree of the dedication should be notified, complete the section below.
12. Continue to Payment	Takes payer to the payment screen to complete the transaction.