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High-Dollar Online Payments Approval (Shulware Integrated Payments Only)

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    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

    You can 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. 

    Here is how you can change these limits:

    1. Choose Admin Menu > My Lists > Gateways
    2. Choose your gateway from the list at the left
    3. In the Details section of the displayed gateway, enter your desired limits (no commas)
    4. SAVE your changes

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    Notifications

    When a payment exceeds the gateway's threshold, three admin notifications happen:

    • Billing admins whose email is set under Admin Menu>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.) mceclip0.png
    • Billing Admins with Transactions, Reports, Online Payments and Batch Billing permissions will receive a pop-up (see below) to approve or deny the transaction

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    • A Pending alert appears next to Online Payments on the Admin Menu (roll over red bubble)

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    We recommend you give the necessary attention to these payments well before the 7-day authorization period expires. If the authorization expires before you collect the payment, you will need to create a new payment transaction.

     

    The person submitting the payment also receives notice that the transaction is pending. For example:

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    Capturing Pending High-Dollar Payments

    Capture (collect) your authorized/pending payments by clicking the link in the email notification or by choosing Online Payments from the Admin menu and then choosing the warning message regarding the need to capture (collect) pending payments.

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    Either method brings you to the Pending Online Payments page:

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    1. Choose the Approve radio button for payments you wish to collect
    2. Choose the Void radio button for payments you wish to void (never collect). Please note if you made the payment and it is incorrect you will have to void and recreate it again.
    3. Choose SAVE CHANGES

    NOTE:

    •  In rare cases you may want to use the radio options on the far right instead of the far left. When you use either of these options the transaction is not processed over the gateway and no action is taken. 
    • Each recurring payment over the threshold will have to be approved. 

     

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