Path: Spider > Setup and Utilities > Spider Management > Portal Administration < Configure & Customise > Payment Portal Settings
e.g. of screen [Donation Settings] tab
Update: from Version 2019.08.07 or greater
To set up a Payment
Example to set up a payment for Show for $10.00 going to a ledger account 240.10
Under the Donation Setting Tab:
1. | Name | Type in name that you wish to show to parents e.g. Show |
2. | Amount | How much the tickets are or that amount owing |
3. | Table Name |
|
4. | Ledger Account | Type in the ledger account as follows: GL 240.00 or 240.10 for sub account |
5. | Enable Quantity |
If you wish them to buy quantities e.g. if parents are making payments for multiple items (eg two Show tickets at $10 each) you can activate the ‘Quantity’ column for the item |
6. | Show on |
Most cases it will be [Fees] unless you have the Donation Portal – from your website and linking to here or if you have the [Foundation Portal] |
7. | Appeal/Group Name | Click link for instructions on this |
8. | Active From | What dates do you want to show this a charge for |
9. | Active To | |
10. | Select Tagset | See below re Tagset |
11. | Save |
[Ledger Account] : find your ledger account that you will need to use
Creating a [Tagsets] :
See manual if you are not sure how to create different tagsets.
Path: Spider > Staff (General) > Utilities > Tagsets
To create a tagset please see Download Link
1. |
Select - [Save the Tagset] – this will create a file at the bottom of your screen (and be saved to your Downloads file) You can save it to another folder / desktop but Do not save in the Web Payments folder as you will get errors |
![]() |
2. | If you are a remote desk or cloud school you will need to save the file where you can access it. | |
3. | Back in your payment portal screen select the tagset to use |
You can now Edit or Delete the payment if required.
Payment Groups
You can make a group – as to how it will show the charges on your payment portal.
e.g. by [Date] – puts all old payments together
1. | Group Name | type in name to use |
2. | Group by | [Date] or [Cost Centre] you require e.g. Tuition fee first, General Levy then Building Fund for example |
3. | From Date | |
4. | To Date | |
5. | Over Due Date | |
6. | Active | |
7. | SAVE |
Comments
0 comments
Article is closed for comments.