Use the Levels tab to define:
- categories of online payments (Level 1)
- online payments for each category you have defined (Level 2)
- options for each online payment you have defined (Level 3).
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Note: For information about creating online payment categories such as debtor account payments, event payments and donations, see
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- Configuring online payment categories in the Online payments manual.
For each Level 1 item there may be multiple Level 2 entries. For each Level 2 item there may be multiple Level 3 entries.
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Online Payments Maintenance - Levels tab key fields and buttons
Level 1 area fields
There are three fixed categories of online payments in Level 1:
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Note: Level 1 categories are fixed and do not appear on the Community Portal or affect the function of your online payments. This can be overridden in the configuration settings. See Level1:_Override configuration settingAnchor H_36225 H_36225 (on page ) in in the Finance manual. Level 1 payments are only used to keep online payment options organised or grouped.
Field | Description |
|---|---|
Description | Description of the online payment category. |
Active | Select this field to make the online payment category active at your organisation. |
Seq | Unique code identifying the online payment category. |
Level 2 (Linked to Level 1) area fields
Each Level 1 item may be linked to multiple Level 2 entries. Each item defined here will appear on the Payments tab in the Community Portal.
For example, your organisation may want to create a Level 2 entry called Donation to the Building Fund.
Note: For online payments to work, you must have at least one Level 2 record defined.
Field | Description |
|---|---|
Portal Description | Description of the merchant and payment type combination for this category. |
Merchant | Merchant to accept payment from. |
Payment Type | Payment types accepted:
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Portal Activity Label | Description that appears on the Community Portal when the community member selects this online payment option. |
Active | Select to make this merchant and payment type combination active. |
Sort | Order in which the options appear on the Community Portal. |
Seq | Unique code identifying the entry. |
Level 3 (Linked to Level 2) area fields
Level 3 items will appear on the Community Portal when the user clicks on a Level 2 item.
Define allocation options for each online payment. Each item defined here appears as a payment option when community members select an online payment. If more than one Level 3 item is defined for a Level 2 item, they appear as a drop-down list to the community member.
For example, your organisation may want to create Gold, Silver and Platinum donation levels to the Building Fund with set donation amounts.
Note: You do not have to create Level 3 items for each Level 2 item. You cannot create Level 3 records for debtor payment types.
Field | Description |
|---|---|
Description | Description of the fund and code combination for this definition. |
Amount | Amount to be paid. |
GL Code | General ledger code to allocate this payment to. |
GL Sub Alloc | General ledger sub-allocation code to allocate this payment to. |
Tax Code | Tax code for this payment. |
O'ride Tax % | Overriding tax percentage, if used. |
Fund | Fund to allocate this payment towards. |
Appeal | Appeal this payment relates to. |
Publish From | Date from which this configuration appears on the portal. |
Publish To | Date after which this configuration is unavailable on the portal. |
Sort | Order in which the appeals are displayed on the portal. |
Seq | Unique code identifying the entry. |
Level 3 Detail area unique fields
Field | Description |
|---|---|
User can Change Amount | Select if the community member can change the amount paid. |
Notify Staff ID | Select a staff member to be notified when the payment occurs. |
Notify Email | Type the email address to send the notifications to. |
Buttons
Button | Description |
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| Add another entry to the Level 1, 2 or 3 grids. |
| Delete the selected entry from the grid. |
| Launch:
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| Launch the Staff Search window to find the staff ID. |
Common buttons
Button | Description |
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| Undo the changes made. |
| Save the changes without closing the window. |
| Save the changes and close the window. |
| Close the window without saving changes. |
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