Your public donation page is how users come to your site to make credit card payments. When you first set up your site, your payment page (yourdomain/payment.php) will show you this error message:
Payments are processed through your integrated Shulcloud gateway. Don't have a gateway yet? Go to Admin Menu > Merchant Application to get started.
After you have added your gateway, you will get a new error message on the payment page:
This means that there are no charge types available for donation. To fix that, go to Admin Menu -> My Lists, and select Charge Types from the drop down menu. You will need to select the charge types you want to display on the public donation page:
Anything that says "public" will display and will be available for donation. To allow a charge type to display, click on it and select the option "Show this Charge type on the public donation page."
You can change the name so it's displayed differently on the public donation, set a rule (minimum, set donation, suggested amount) and require payments notes.
Once you save the charge type, you will have a complete payment page:
Add the Donate page to your Site Navigation
You can add the new page to the navigation menu on your site.
- go to Admin Menu -> Navigation
- Select Special from the dropdown at the top right
- Drag the Donate link over to the left
- Scroll down and save
Payment Page Settings
Once your gateway and payment page has been set up, you can adjust the settings for your payment page. Go to Admin Menu -> Settings -> Edit Settings, and scroll down to "Payment Page."
- Recurring Billing, Time of Day - You can set the time of day when recurring payments are processed.
- New Saved Credit Card System - Save credit cards in ShulCloud so they can be processed with just a few clicks in the future.
- Allow Selecting Allocations - Allows the user to check off what they want to pay when making account payments. Otherwise, user will see their balance but won't be able to select what the payment is applied to.
- Auto Allocate Online Payments - If an account payment is unallocated, the system will either try to allocate it to something, or leave it open.
- Convenience Payment Line - If a fee is being paid with the online payment, you can decide if that payment is it's own separate payment or if it's combined into the rest of the payment. For example, if someone is making an $18 donation with a $.45 fee, is it listed on the user's account as two payments ($18 and $.45) or one payment ($18.45).
- Payment Intervals - Lets to decide if you want recurring payments to be set up for daily, weekly, monthly or annually, or if they can only be set up monthly.
- Allow Payments Start Date Number of Months Ahead - The number of months into the future you want to allow recurring payments to start.
- Allow Payments to Start certain days of the month - The days of the month you want to allow recurring payments to start.
- Split Payments Order to Allocated Each Payments - When splitting payments, sets how the system allocates those future payments - proportionally (X% of each payment to X% of each open charge) or close fist items first.
- Allow Donating on the payment screen - Sets the payment screen to handle donations and account payments, or only account payments.