Financial

Online Payments Tips and Tricks

• Adding your e-Check and ACH payment method to your account
• Online Payments Made Easy

Payments Made by People Not Logged in

• Public Payments

Fundraising

• Fundraising module (Webinar)
• Fundraising Widgets

Payment Gateways

• Online Payment Fee FAQ
• Mandatory Fee Effects – Settings & Charge Types
• Mandatory Fee Effects - Gateway
• Online Payment Fee Changes (Glossary)
• Online Payment Fee Settings (Reference)
• Online Payment Fee on Charge Type (How To)

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Billing and Statements

• Tax Statement – Charge Type Summary Date Modification
• Credit Card Auto Update feature
• Removing Aging from your statements
• Add New Payment Method
• Generating Receipts
• Generating Invoices

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Batch Billing

• Creating a new Batch Bill

Transaction Add

• Third Party Pay

Transactions

• ShulSchool Course Notes - Finance I: Transactions
• Adjust, Edit, or Delete Multiple Payments or Charges with Bulk Adjust
• Why Doesn't a Payment Show on the Tax Letter
• Refunding an Online Payment (Credit Card or ACH/eCheck)
• Reversing Entire Outstanding Balance
• Recording a Refund Via Cash or Paper Check or a Bounced Paper Check

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Deposits

• ShulSchool Course Notes - Finance II: Deposits
• Manually batching settlements that include Shulware Integrated Payment processing fees
• Creating Deposits

QuickBooks Sync

• Reinstall QB Sync Application in Windows
• Moving from QuickBooks Desktop to Online
• QuickBooks Online Connection Issues
• QuickBooks Sync - Error 3171
• QuickBooks Sync - Error 3210
• QuickBooks Sync - Error 3180

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Generating Tax Letters

• How to Generate Tax Letters