...
|
|---|
System - Getting Started
When your Club makes the decision to use PayCloud and Autopay, Clubessential will assist in basic setup, including converting the payment token for use. Many settings, however, are easy to use, and enable you to define/manage the process.
...
Users have the ability to check a setting that will elevate privileges of Dependents to view statements, gift cards, and credit book balance of the linked Billing Member. Dependents, upon logging in, are then able to view the main Billing Member’s statements, gift card balances, and credit book balances.
Multiple AR Accounts
Within Club Settings and Statements, Users can set the Statement view to show Multiple AR Accounts.
...
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 Logo
The logo appearing on the Statements may be changed here. Click to upload.
Keep Statements For
This field controls how many months of statements will be viewable online for the Members. After selected time, system will purge older records. In the event you set this for a longer period of time than initially set, you will need to do an initial statement push from the database to populate the additional periods.
Edit Service Charge Column Name
If your Club is assessing Members a service fee as part of the Payment options, optionally, edit the Service Charge Column Name (i.e. - Service Charges are not legal in your state, and you are assessing an Admin Charge instead).
...
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
...
Users have multiple options for changing Payment Notifications for Members and Admins
Member Notifications
Turn on email notifications to your Members by checking the Payment Processed and/or the Payment Error settings. 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.
Missing Payment Account, if checked, will send a reminder to the Member three days before the scheduled payment date for all those without an associated payment account.
Admin Notifications
...
Users can edit Admin notifications to send when a Payment has Failed, and update the email to which the notification will go, under Club Settings, then Payment Notifications.
...
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 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.
...