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Overview
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PayCloud is the Clubessential product that enables a club to manage their online payment and statement functionality. This guide will focus on the Admin portions of the PayCloud system to specifically address the online Payment and Statement features associated with the Autopay functionality. The guide will focus on setup, viewing Member/Payment data, troubleshooting issues, and will highlight how the PayCloud system interfaces and syncs with the Office back end system to ensure payment and statement data is properly reflected in the Club’s financials. Use Case
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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 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.
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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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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?
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