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Enhancements
Club Admin Features
Reports
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CE Payments
Enhanced User experience by updating the Dashboard links within PayCloud to use the new CE branded dashboard.
Use Case: Previously,
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Reports - Payment History
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Dashboard links within PayCloud were not Clubessential branded. Now, links within the PayCloud Dashboard bring the User to a Clubessential branded platform, as seen below.
Office - Payment Sync
Added support while syncing payments to Office from PayCloud.
Use Case:
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- As a Club Admin, I would like to view a list of payment errors.
Use Case: Previously, payment errors were only visible when viewed from the specific member’s information. Now, the Payment History menu, under Reports, has an added filterable column for Payment Status, signifying Successful Payments in green and Unsuccessful Payments in red. Filter may be set to show successful, unsuccessful, or both payment statuses.
Reports - Account Change
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Member payments are now linked to Members using a unique shared ID to improve experience when Member number changes occur.
Payments - Blackout Days
Enhanced User experience by extending Blackout Days functionality to apply to immediate One-Time payments in addition to Scheduled payments.
Use Case: Previously,
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Users were
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System - Payment Notifications
As a club admin, I would like to be able to turn on/off payment email notifications.
Use Case: Previously, member notifications for successful or failed auto-payments did not exist. Now, under the System and Payment Notification menu, checking the Payment Processed and/or Payment Error boxes will notify the member via email of their successful payment submissions as well as failures and error codes.
Users - Members
- As a Club Admin, I would like to view a list of members with scheduled payments from the member list view
able to schedule Blackout Days for Scheduled Member Payments. Now, Users can set Blackout Days for One-Time payments as well as Scheduled Payments.
Statements - Dependent Privileges
Added ability to elevate privileges of Dependents to view statements, gift cards, and credit book balance of the linked Billing Member.
Use Case: Previously,
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Additionally, a filter was added to allow for easy viewing of Members with scheduled payments. To apply to current view, click on filter, and select Has Scheduled Payments.
- Show validation error messages on custom amounts.
Use Case: Validation error messages will show when Payment Amounts and Scheduled Payment Other Amounts are incorrect or invalid. Red border will show around invalid payment amounts with a message below the field until corrected.
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- Disable legacy auto-pay message if the processor supports scheduling a recurring payment and auto-pay.
Use Case: Previously, a message would be visible for members on the Manage Payment screen requesting they contact Club regarding Auto Pay, even when Auto Pay was available based on the Club’s processor. Now, message will no longer display when Club’s processor supports auto-pay as Member can now handle auto-pay setup within their Paycloud account, rather than having to contact the Club.
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Member Facing Features
Email Payment Notifications
- As a club member, I would like to get an email when my scheduled auto payment has failed so I can fix the problem to avoid late fees.
Use Case: Previously, Members were not notified by the system of failed payments. Now, based on Club Settings, Paycloud allows for email notifications detailing the errors associated with failed automatic or scheduled payments.
Dear [Member name],
Your payment to [club name] in the amount of [payment amount]scheduled on [process date] using the account ending in [last four digits] was unsuccessful: [failure reason].
- As a club member, I would like to get an email when my scheduled payment is successful to verify the transaction's details.
Use Case: Previously, Members were not notified of successful payments. Now, based on Club Settings, Paycloud allows for email notifications detailing transaction details of successful payments.
Dear [Member name],
Your payment to [club name] in the amount of [payment amount] was processed successfully on [process date] using the account ending in [last four digits].
Payment History View
- As a club member, I would like to see my scheduled and recurring payments listed in the payment history page.
Use Case: Previously, members did not have the capability to view scheduled or recurring payments in a ListView. Now, from the Payment History screen a new tab has been added for Scheduled payments, listing any upcoming payments, and allows for the deletion of upcoming scheduled payments.
Please Note: Deleting a scheduled or recurring payment will delete all payments in that series. Members will be notified by the below warning notification.
Delete Payment Account
- As a club member, I would like to delete a payment account.
Use Case: Previously, members would not be notified of deleted payments associated with deleting a payment account. Now, a warning notification populates, explaining that all payments associated with that account will also be deleted.
Overlapping Payment Alert
- As a club member, I would like be alerted when scheduling an overlapping payment.
Use Case: Previously, members would not be notified of overlapping payments. Now, from the Schedule a Future or Recurring Payment screen, the member will be alerted when trying to schedule multiple payments during the same period with a pop-up warning. For example, creating a new Scheduled Payment for the month of September would populate a warning message because the user already has a scheduled payment for September 29th.
Bug Fixes
- Fixed issue with incorrect wording on message when a one time scheduled payment is created.
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Dependents were unable to view the billing information of their linked Billing Member. Now, Dependents, upon logging in, are able to view the main Billing Member’s statements, gift card balances, and credit book balances.
Bug Fixes
Fixed an issue with OMP import for Transvault accounts.
Fixed an issue with Current Activity page when Club is using a statement end date other than the last day of the month.
Fixed an issue that would cause ‘Statement Balance’ scheduled payments to calculate the statement balance incorrectly (resulting in a $0 charge).
Fixed an issue with syncing statements from Office that aren’t associated to a specific AR.
Removed credit card logos from ETS ACH enrollment pages.