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Club Settings - Auto Pay
Enable Auto Pay
Currently only for ETS V3 Cleints - Once the token has been converted, to get started with Auto Pay, you must first enable or Turn On Auto Pay, for your club. To do so, click on System, and Club Settings. From here, select the Auto Pay tab across the top. Turn on either or both Auto Pay options (Auto Pay - ACH or Auto Pay - Credit Cards) depending on your Club’s requirements.
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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.
Club Settings - Payments
This setting dictates what payment options appear for your Members to make an online payment. Available options are those that have been set up for your Club.
Payment Notifications
For ETS V3 Clients- Turn on email notifications to your Members by checking the Payment Processed and/or the Payment Error settings as shown below. When Payment Processed setting is enabled, an email will be sent to Member confirming successful payment. Payment Error setting generates an email to Member when payment was attempted, but not successfully processed. For Non-ETS V3, the payment notifcations notifications are delivered by the payment processor you are using.
Manage your System
Member’s have the ability to set up and interact with their payment information. If they have any issues during setup or while maintaining their accounts, you can guide them through the process or complete it for them.
Please refer to the PayCloud Member Guide for assistance in helping members set up Bank Account information or Credit Cards for payments as well as scheduling recurring or one time payments.
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All Club Members can be viewed in the Users - Members section. (For Office clients, the Member list will auto-populate from the Office system.) Columns can be sorted, and/or filtered to easily find desired information. Scheduled Payment columns (Next Scheduled Payment Date, Scheduled Payment Type) and filter (Has Scheduled Payments) can easily help identify Members with upcoming scheduled payments.
Impersonate Member - Troubleshooting Tool
To assist troubleshooting a Member’s account (and view the account from the Member’s view/impersonate them), from the Users - Members menu, click the three dots to the left of a member’s name and choose Login To PayCloud.
The following message will appear.
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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.
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The Account Change report contains a log of all Member account changes. This report is especially useful when investigating payment details associated with scheduled payments, and/or other payment issues. The report details the change that occurred, when it occurred and who made the change.
Note: Filters can be applied, and details can be exported (as shown below).
Private Content
The Private Content section contains a couple of areas relevant to Clubs utilizing the PayCloud online payment and statement features. While these areas are typically addressed/populated during implementation, it is important to note where/how these items can be modified as needed.
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Members can easily designate payment method, payment amount, manage their payment methods, and/or schedule a one-time or recurring payment for the future. More details can be found in the PayCloud Member facing guide Facing Guide pertaining to these features.
Credit Book Activity
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A: Use the blackout feature to prevent Members from making/scheduling payments on a certain day. Click here for more info.
Q: How do I change the landing page my Members see when they first log-in to Paycloud?
A: Go to System, Club Settings, Website Tab. Click here for more info.
Q: How do I batch my PayCloud payments and post them?
A: PayCloud automatically batches and sends payment batches to the Clubessential Office system. To post, go to Membership, Approve Payment Batches, select batch to post, and click post. For more info, click here.
Q: We use Plastiq. How can I get my Members set up for auto-pay?
A: Because processing charges are passed back to Members when using Plastiq, the Club must proactively invite the Member to use the auto-pay feature. Once accepted/approved by the Member, the Club will be authorized to set up payments. Plastiq auto pay does NOT interface with PayCloud and/or the Office system. For more info, click here.