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Integrated Gateway Set Up

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    Before You Begin

    The gateway is what connects ShulCloud to a credit card processor or bank for ACH payments. We have built in to ShulCloud an integrated payment gateway.

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    To access your ShulSchool account, follow the steps below:

    • Login to your ShulCloud account as an Admin.
      (anyone you want to have access to ShulSchool needs to have at least one admin permission)
    • Select the "?" in the menu bar.
    • Click on ShulSchool.

    Gateway Settings

    1. Navigate to Admin > My Lists > Gateways. 
    2. Select a gateway from the list to edit the settings.

    Gateway administration settings interface

    General Info

    Field Description
    1. Display Name

    This is the name people will see when choosing the gateway and is the name used on the “Online Payments” page.
    2. Mode

    This is to allow or limit different payment methods. “Credit Card/ECheck” allows this gateway to be used for both credit card and ACH transactions.
    3. Use for these Charge Types The charge types that will use this gateway. Default is set to “All Types” and will automatically updated if you add new charge types. If you manually select charge types from the dropdown box you will need to add new charge types as you create them.
    4. Payment Type

    The payment type for any payment using this gateway.
    5. Public payments authorize only Selecting “Yes” will add an extra layer of security for payments made by people who are not logged in. This will add a Captcha to the payment page, so it requires a human to enter a code to process the payment. In addition, the payment must be approved by an admin before it’s actually processed. If you see or suspect a fraudulent payment, you can reject it and that card won’t be charged and the payment won’t show up on the site.
    6. Default Gateway Set to “Yes” so that all new payments are processed through this gateway.

     

    Details

    mceclip0.png

    Field Description
    1. Linked to This should be your synagogue name, city and state
    2. Merchant ID This is your merchant ID. It should be pre-filed. Contact support if it is empty.
    3. Batch to Bank Account This is the account into which proceeds from payments will be deposited.
    4. Reversal type for CC Returns

     The reversal type you would like to use in case of CC returns
    5. Reversal type for ACH Returns

    The reversal type you would like to use in case of ACH returns
    6. Deposit Mode This should determine how the payments will be deposited
    7. Credit Card Threshold Amount/ACH Threshold Amount

    Online Payments above these amounts will be processed as auth only, and will need to be verified in admin menu 🠖 Online Payments

     

    Recurring

     gateway3.png

    Field Description
    1. Recurring Payments Allow users and admins to setup recurring payments or payment plans, either with a set limit or indefinitely.
    2. Special Payment Type Select the payment type from the dropdown list. This is typically left as “Same as Regular Payments”.
    3. Max Recurring Payments The numerical number of maximum number of payments in a recurring payment setup.
    4. Allow Indefinite recurring payments

    Choose “Yes” to allow an indefinite number of recurring payments to occur or choose “No”.

     

    gateway4.png

     

    Fee

    Field Description
    1. Fee Select the option from the dropdown list. Also select a percent or flat dollar amount. Select “Charge type for fee” from the dropdown list.
    2. Percent Enter a percentage amount, or
    3. Flat Specific fee amount

     

    Visible

    Visible – Select the Option that works for you.

     

    Show Images On Page

    • Show Images on Page – Click on the images of cards, the images of which, you would like to appear on the page.
    • SAVE CHANGES – Click to submit edits.

     

    gateway5.png

    Setting Up Additional Gateways

    If more than one gateway is needed for a Shul, there are two options for setting up additional gateways.

    1. The additional gateway will use the same Merchant ID, meaning the funds will flow into the same account as the existing Gateway.
      • Navigate to Admin > My Lists > Gateways.
      • Select Add New Integrated Gateway from the dropdown.
      • Select Go. 
      • A new integrated gateway with the same Merchant ID will be created.
    2. The additional gateway needs a different Merchant ID, meaning the funds will flow into a different bank account.

     

     

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