Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Office Help Home

Table of Contents
maxLevel4
outlinetrue
excludeOffice - Uninstall CMA/POS
stylenone
classtoc

...

The Website tab contains the Landing page that can be set for Members when they connect to PayCloud.  Initially this is typically set to display Statements.  Oftentimes, however, Clubs accepting online payments may choose to change this to Make a Payment.

Image Modified

Club Logo

The logo appearing on the Statements may be changed here.  Click to upload.

...

The Website tab contains the Landing page that can be set for Members when they connect to PayCloud.  Initially this is typically set to display Statements. Oftentimes, however, Clubs accepting online payments may choose to change this to Make a Payment.

Image Modified

Club Settings - Payments

...

Please Note: Password must be longer than six digits, needs one uppercase character, and one numeric character.

Reports

Payment History

 This report contains the payments made by Members using the PayCloud system.  The report can easily be filtered (using the predefined filters) and/or customized (using the date range feature) to quickly display the data desired.  Easily view payments from Today, the Past Week, Past Month.  Also, for Clubs with Autopay enabled, easily view the payments based on status Successful or Unsuccessful.

...


Once the User has saved the new Member Types in System Settings, the Members can now be manually pushed from Office to PayCloud using the Sync tab within the Endpoint Editor. The Sync tab is also useful for syncing changes made to various portions of the Member's A/R. Anytime a member informs the club of incorrect information on their statement it is a good Idea to come here and manually push the member changes. 

  1. Navigate back to the Clubessential Cloud Endpoint Editor and click on the Sync Tab.
  2. Use the Magnifying glass to open the Member Lookup Window.
  3. Use the Search field to find the member.
  4. Double Click the member in the Grid.
  5. From the drop down, select which item to sync (Statements, Credit Books, Gift Cards, and Vouchers).
  6. Click Sync.

  7. A confirmation window will appear, "The sync has completed successfully. Check the Log for details." Click OK to close and return to the editor.

...