Configuring event and excursion payments in Synergetic

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Last updated: Oct 05, 2021 by Richard Kennedy (Unlicensed)
2 min read

You can configure event and excursion payments in Synergetic to allow Community Portal users to make one-off payments for events and excursions at your organisation. For example, Ski trip.
Once event and excursion payments are configured, users can make payments on the Community Portal by clicking either:

  • on the Events tab
  • event or excursion payment option on the Payments tab.



To configure event and excursion payments in Synergetic:

  1. Open Synergetic.
  2. Select Module > System > Online Payments Maintenance from the main menu.
    The Merchants tab of the Online Payments Maintenance window is displayed.
  3. Click the Levels tab. See Online Payments Maintenance - Levels tab.
    The Levels tab of the Online Payments Maintenance window is displayed.
  4. Select the Events & Excursions category in the Level 1 grid area.
  5. Click in the Level 2 area.
    A new payment category is added to the Level 2 grid area.
  6. Type a description for the event or excursion payment in the Portal Description field. For example, Ski trip.

    Note: This is the description that is displayed for the event or excursion payment item on the Payments tab of the Community Portal.


  7. Select an online payment merchant from the Merchant drop-down list.

    Note: Synergetic currently only supports NAB Transact as an online payment merchant.

  8. Select a payment type from the Payment Type drop-down list. You can select either:

    • EVT for an event
    • EXC for an excursion.

  9. Type a description for the event payment in the Portal Activity Label field.
  10. Click in the Level 3 area.
  11. Type a description of the payment option in the Description field. For example, 2015.

    Note:     This description is concatenated with the Level 2 description to form a single payment option that is displayed in the Payment Option field on the Web tab of Events Maintenance. See Events Maintenance - Web tab in the Development manual.

  12. Select the G/L code used by your organisation for events and excursions from the GL Code drop-down list.
  13. Select a tax code from the Tax Code drop-down list.
  14. Repeat steps 10 through 13 to add additional payment options for the selected event or excursion.
  15. Repeat steps 4 through 14 to add additional events and excursions.
  16. Click .
  17. Either:
    • Create a payable event. See Creating payable events.
    • Create a payable excursion. See Creating payable excursions on the Community Portal.