How to set up payments as well as create and remove Tagsets. These options require a minimum Spider version of 2021.
Path: Spider > Setup and Utilities > Spider Management > Portal Administration < Configure & Customise > Payment Portal Settings
Sample 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|
|4.||Ledger Account||Type in the ledger account as follows: GL 240.00 or 240.10 for sub account|
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
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|
|10.||Select Tagset||See below re Tagset|
[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
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.
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|
|5.||Over Due Date|
To Remove a tagset and create a new Tagset - Version .02.21
To remove a tagset that you had in the system and update it.
Edit the required line
|1.||Description||Select the line required to edit and select [Edit]|
|2.||Remove tagset||The tagset will show underneath as per screen shot. Select the X and delete it.|
|3.||Save||Then go back in and select your new Tagset|
|4.||SAVE||Save for the changes|