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Payment Portal – Setting up Other Payments

Christine Horsup
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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:

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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
  • 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
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

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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  

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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  

 

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Select [SAVE]

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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

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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  

 

 

 

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