Customising the Payment Plans tab
Payment plans are linked to instalment billing in Synergetic and allow each Community Portal user to choose their preferred payment method.
Note: For information about configuring and maintaining payment plans, see Configuring and maintaining payment plans in the Synergetic Online payments manual.
Note: Secure Sockets Layer (SSL) is required to view the Payment Plans tab. Contact your IT administrator.
You can customise the Payment Plans tab to suit the needs of your organisation using either:
- the Admin Panel
- configuration settings.
Customising the tab using the Admin Panel
Community Portal administrators can customise the tab using the Menu sub-tab of the Online Configuration window. See Online Configuration - Menu sub-tab.
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Tip: Admin user logins are separated by commas between the <AdminUserNames></AdminUserNames> tags in the XML configuration file. See Editing the SynCommPortal.xml configuration file.
Tip: You can also access the Admin Panel if you have been assigned the CommunityPortalAdminPanel security resource in Group/User Security Maintenance. See Group Security Maintenance - Groups View in the Synergetic System maintenance manual.
Customising the tab using configuration settings
Note: The configuration settings for EnabledFlag, MenuOrder, ParentPageName and Text are only applicable when using the Portal 6 and below render method.
What you can do... | See... |
|---|---|
Determine the default text for the Available Payment Methods heading on the Payment Plans tab. | |
Customise the text above the Available Payment Plans listing on the Payment Plans tab. | |
Determine the amount that debtor balances must exceed for inclusion in payment plan amounts. | |
Determine the label text for the balance summary heading on the Payment Plans tab. | |
Determine whether a bread crumb menu is displayed to guide the user through the payment plans process. | |
Determine whether terms and conditions functionality is enabled for the submission of direct debit account details. | |
Determine the start of the charging period for the following year. | |
| Defines the text label displayed next to the charges to be paid figure for current instalment charges. | ChargesTotalToBePaidLabel configuration setting |
Customise the text displayed when a user attempts to change payment plans after charging has begun. | |
Define the HTML text displayed on the Review your selections popup. | |
Determine the title of the Fees Total heading in the Your Account Balance Summary section once the detailed view is no-longer displayed. | AfterDetailedViewEndDate configuration setting |
| Determine whether payment plan discounts are calculated based on the total of all instalment fee categories or only fee categories selected to be used for discounts. | DiscountBasedOnFeeCategory configuration setting |
| Determine the date after which users will no-longer see the detailed of list of charges and only their amount owing. | DetailedViewEndDate configuration setting |
| Determine whether the single payment discount is available after instalment charging has begun. | /wiki/spaces/SYNPORTAL/pages/2298807740 |
Determine whether the Self-administer option is enabled. | |
Customise the Email requirement text label. | |
Define the text of the Available Payment Plans heading on the Payment Plans tab. | |
Define the text of the Balance Summary heading on the Payment Plans tab. | |
Define the text of the Current Plan Not Selectable heading on the Payment Plans tab. | |
Defines the text of the Submit and Terms heading on the Payment Plans tab. | |
Define the Update Managed Stored Cards heading on the Payment Plans tab. | |
Determine whether charged payment plan page information is displayed after charging has commenced. | |
Customise the message displayed when debtors without active payment plans access the Payment Plans tab. | |
| Defines the message displayed next to the I Agree field shown when users enter new direct debit details on the Payment Plans page of the Community Portal. | IAgreeText configuration setting |
| Determines whether non-instalment fees are included in payment plans. | IncludeNonInstalmentFees configuration setting |
Determines whether instalments and payment plans are linked. Linked payment plans can only be updated prior to the first instalment charge whilst unlinked payment plans can be updated at any time. | LinkInstalmentsAndPlansFlag configuration setting |
Determine whether discounts are offered for debtors with outstanding balances. | |
Determine whether certain fee codes cause discounts not to be offered. | |
Customise the message displayed when debtors with fee codes entered in the NoDiscountForFeeCode configuration setting select to self-administer their payments. | |
Customise the text displayed when the Payment Plans tab is unavailable. | |
Customise the text next to the Overdue amount. | |
Determine the Day of the Month for Override instalment details under Debtors. | |
Customise the text above Payment methods. | |
Determine whether the Payment Plans tab is displayed. | |
Determine the position of the Payment Plans tab on the menu bar. | |
Determine whether the Payment Plans tab is displayed as a sub-tab of another tab. | |
Customise the title of the Payment Plans tab. | |
Customise the text on the Payment Plans tab. | |
Customise the URL of the Payment Plans tab. | |
Customise the text at the top of the Manage Stored Cards tab when the tab is accessed using the Manage Payment Plan Stored Cards button. | |
Customise the text above the Agreed to terms and conditions checkbox. | |
Customise the subject used in the email sent when completing payment plan selections. | |
Customise the text displayed under the Payment results heading after the user has selected a payment plan. | |
Customise the text next to the amount used for instalment plans. | |
Stores the URL for the Community Portal loading page when using the Edit Debtor or Edit Owner buttons in Debtor Maintenance. | |
Determine whether an email is sent to the user once a payment plan is selected. | |
Determine whether a grand total of the prior year balance and instalments for the current year is displayed on the Payment Plans tab. | |
Determines whether the total owing figure is displayed as a single figure or split into prior year and not charged amounts. | |
Customise the text next to the Sub total figure. | |
Customise the Fees total text label. | |
Determine the text placed to the left of the Prior year outstanding amount. | |
Determines the text placed to the left of Total owing amount figure. | |
Customise the text next to the Prior years outstanding amount. | |
Determine whether users are required to enter an email address when their default email in the Synergetic Community is blank. |