Payment settings is where you set many of the settings to ensure proper payments. The overview video is at the bottom of this article.
1. Payment Settings
On this tab you set:
- unpaid warning message
- unpaid warning account types
- credit card gateway
- live or test mode
- Authorize.net API
- Authorize.net Transaction ID
We recommend you leave the unpaid warning message at yes and all account types checked. The front desk will see these warnings and will be able to flag members whose accounts remain unpaid.
Authorize.net is set up for you when you come on board and your credentials are set in place.
2. Check Settings
If you choose to accept checks, click the box and add the address for them.
3. Fees & Conditions
If you want to pass the online fee along to your members you can check the boxes for online service fee and automatic online service fee. If you would like to have a terms and conditions page as a part of your payment process you can choose a URL or one of the pages on your site.
4. Offline Payments
And admin can create offline payments of any product on the site. This is handy in the case of a member not having access to a computer or someone who has walked a payment into a front office. This screen sets up how you bring up your members in the search to apply a payment to them:
5. Receipt Settings
If you wish to have a receipt sent to an email for every transaction on the website, you can add an email here:
6. Invoice Settings
Invoice settings apply only to your 'on-account' bills & invoices this does not apply to your dues payments. These on-account charges are items that are billed to your members accounts from the Point of Sale system (i.e. your snack bar) or your guest credits.
If the feature is enabled (i.e. the box is checked as in the screen shot above) then all of the 'on- account' charges are 'required' to be paid when the members next goes to their account. This feature is excellent for 'forcing' members to pay outstanding snack bar fees when they go to pay for their annual dues or buy guest passes during the season.
If the feature is disabled (i.e. box is unchecked) then all of the 'on- account' charges are 'optional'. The member can pay them or not at that exact moment. This is a good option for allowing members who may have a legitimate dispute on one invoice (and are looking into it with their admin) to still pay their other bills that he/she may have on the account such as buying guest passes, caregiver passes etc.
Please note that this feature can be enabled and disabled at the Pool Admins pleasure. Our suggestion is to turn it on at the end of the season -at the very least- ensure any outstanding balances are paid while paying next seasons dues.
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