When a payment processed through a Shulware Integrated Payments (SIP) gateway exceeds the threshold payment amount set in that gateway's settings, the payment is set to Pending in Shulcloud. In order to collect the funds, you must approve the transaction within seven days.
Setting Your Thresholds
Set a threshold by gateway for each of the two payment modes supported by SIP: credit and ACH/eCheck. By default, the credit card limit is $10,000 and the ACH/eCheck limit is $5,000.
To change these limits:
- Navigate to Admin > My Lists > Gateways
- Select gateway from the list at the left
- In the Details section of the displayed gateway, enter the desired limits (no commas)
- SAVE changes
Notifications
When a payment exceeds the gateway's threshold, three admin notifications happen:
- Billing admins whose email is set under Admin > Settings > Other financial Options > Email will receive an email with a link to approve or deny the transaction. (Please Note: If the email is set for "Use Site Email" the notification will go to the email address set for the site.)
- Billing Admins with Transactions, Reports, Online Payments and Batch Billing permissions will receive a pop-up (see below) to approve or deny the transaction
A Notification alert appears Online Payments on the notification section.
Shulcloud recommends giving the necessary attention to these payments well before the 7-day authorization period expires. If the authorization expires before the payment is collected, a new payment transaction will need to be collected.
The person submitting the payment also receives notice that the transaction is pending. For example:
Capturing Pending High-Dollar Payments
Capture (collect) authorized/pending payments by clicking the link in the email notification or navigating to Online Payments > Online Payments and then choosing the warning message regarding the need to capture (collect) pending payments.
Either method redirects to the Pending Online Payments page:
- Choose the Approve radio button for payments to collect.
- Choose the Void radio button for payments to void (never collect). Please note if you made the payment and it is incorrect you will have to void and recreate it again.
- Select SAVE CHANGES
NOTE:
- In rare cases a user may want to use the radio options on the far right instead of the far left - approving or voiding without contacting the Gateway. When these options are used, the transaction is not processed over the gateway and no action is taken.
- Each recurring payment over the threshold will have to be approved.