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 Office Help Home

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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). 

Dependent Privileges

 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

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 Within Club Settings and Statements, Users can set the Statement view to show Multiple AR Accounts.

 

Please Note: This feature also needs to be set up in Office; option to Sync Multi AR Data to PayCloud, as shown below.

 

 

Users also have the ability to change the Statement Display Name of each account to avoid confusion. Display Name can be accessed from Club Settings, then AR Accounts. 

 

 

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Club Settings - Website

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.

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Club Logo

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

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Keep Statements For

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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

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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).

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Club Settings - Website

 

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.

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Club Settings - Payments

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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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