Third Party Pay

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To access your ShulSchool account, follow the steps below: 

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

Introduction

A third party pay refers to a payment made by one account and applied to another account. This feature creates a record of the payment in the payers transactions and allows them to receive any receipts and tax letters associated with the payment, without affecting their account balance.

The account receiving the credit for the payment will see the payment associated with charges in their transactions and it will affect the account balance, but they will not receive any associated receipts or tax letters.

NOTE: Only admins can initiate a third party payment.

Before You Begin

Navigate to the account receiving the payment or the transaction add feature and select the receiving account to process the transaction.

Adding a Third Party Payer

1. Select payment for the Type of Transaction.
2. Enter payment details in fields provided.
3. Enter the account that is paying in the paid by account field. 
   *If the payer doesn't have an account, create a new account for the payer.
4. Save the transaction.

Split an existing payment between payer's account and another account

To split an existing payment between the payer's account and another account:

1. Add an adjustment to the original payment in the payer's account in the amount you wish to apply to another account
2. Add a new payment on the receiving account for the same amount as the adjustment.
3. Select the third party account in the paid paid by account field for the payer.
   *Best Practice: use the same payment date as the original payment and reference it in the payment notes.

Any payment on an account can be made into a third-party payment. Simply edit the payment and select the third party account by typing in the Paid by Account field.

Viewing Third Party Payments

If a third party payment was made, below is an example of the information that will be found when editing the payment.

It can also be viewed in the transaction log by selecting the plus sign next to the payment:

Related Resources

• Add Transaction: Account Level (How To)
• Add Transaction: Database Level (How to)
• Add Transaction - Account Selection (Reference)
• Add Transaction - Payment (Reference)
• Add Transaction: Communications (Reference)