Payment Portal – Setting up Other Payments

Log into: 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

[Name] : description to show
[Amount] : type in the amount to charge
[Table Name] : (Select from the drop down)

• [Ledger] – shows in the ledger (as below)
• [Deposit] – shows in the [Hold Dep] tab in the Debtors (1) – You must have a valid Debtor cost centre in the CODE line.
• [Voluntary] – shows in the [Vol p/ments] tab in the Debtors (2) – You must have a valid Debtor cost centre in the CODE line.
• [Invoice] – shows in the [Invoice] tab in the Debtors (3) – You must have a valid Debtor cost centre in the CODE line
• [Sundries] – shows in the [Sundries] tab in the Debtors (4) – You must have a valid Debtor cost centre in the CODE line

[Ledger Account] : find your ledger account that you will need to use

[Enable Quantity] :

If parents are making payments for multiple items (eg two Show tickets at $10 each) you can activate the ‘Quantity’ column for the item

Using the above two added features the Other Payment item will only appear for students in the saved tag set and caregivers can enter the quantity they wish to pay for:

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. [Save the Tagset] – this will create a file at the bottom of your screen e.g.

Select [Show in folder]

Click on the name of file (until it highlights) (sometimes you may have to select Rename – then copy file) then copy file

Copy and Paste the file to your Server:e.g. PCSChool/Data/Documents/WebPayments folder 

Paste into [Tagset File Name] add the file extension .fls

Then [SAVE]

 [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]

[Show No]
Shows all payments that have been setup (previously from the xml file)
These can be edited or deleted by selecting the line

[Donation Settings] – to edit or delete

1. [Edit]
2. [Delete]

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]
3. [From Date]
4. [To Date]
5. [Over Due Date]
6. [Active]
7. [Save]

Or you can select by just the [Over Due Date]

e.g. by [Cost centre] – that you require e.g. Tuition fee first, General Levy then Building Fund for example:

1. [Group Name] – type in name to use
2. [Group by] – [Cost Centre]
3. [From Code]
4. [To Code
5. [Over Due Date]
6. [Active]
7. [Save]