Invoicing & Payments - Advanced Member Management

Processor

Q: My donation URL link is not working

A: Please send the link you are trying to use and we will have a look at it. Some processors (like Hitech) donation link URLs block websites from using their page in an iframe so you may need to discuss getting an open link from your processor rep. Please give us a second to look into it.

Q: Does the system know when a payment goes through and does it update the member’s invoice as paid?

A: Yes. 

Q: Can someone make a payment online on our website and cause it to automatically update his account or go towards a certain invoice?

A: Yes. 

Q: Do you have a member log-in where members can see their statements and pay their pledges?

A: Yes. 

Invoice Details

Q: If someone paid, but I want to enter the transaction in Shulspace, but I don't want to resend their invoice, how do I do that?

A: You can simply add the payment and uncheck the box at the button that says “send email”. This will allow you to save the payment without receding the invoice.

Q: I am trying to add a Quickpay link in the payment section, how do I add it to an invoice?

A: The only payment links that will work are donation URL links. If you would like to share a Quickpay link on an invoice, you can manually add it to the note section of the invoice.

Q: Is there a way to send receipts once someone paid?

A: Yes. 

Q: What does “Mark as Paid” mean next to an invoice if it's not paid yet?

A: Once a payment has been made, you can click the “mark as paid” button and it will allow you to log the payment.

A: Mark as paid just means the invoice is not paid but when the invoice is paid off, click marked as paid and it will prompt you to fill in the information of the payment. 

Q: Is there a way to edit, remove or add to the drop-down choices like by aliyos, etc.?

A: No, however, you can use the “other” option, attach a custom note to the line item, or feel free to chat with us and suggest new drop-down options.

Q: Can I create custom line items?

Yes. Go to settings - members and invoicing. 

Q: Can I automate emails for outstanding balances?

A: Yes, click here to learn how. 

Payment Details

Q: How do we record a pledge/charge? does each transaction become a new income

or it's like a rolling transaction? - Do you offer statements?

A: There are two aspects to the system. Each member account displays their general amount pledged, paid, and total balance. Additionally, there are invoice line items, which can have multiple pledges within each invoice, that are stored within each members account. The total sum of all the invoices are displayed in the general ledger within the users account.

Each invoice (with or without multiple line items) gets sent to the member email where they can pay off each invoice individually, or they can log in to their member portal and pay from there. 

Q: If someone wants to wipe his balance clean by paying the entire balance which will pay off multiple invoices, How can we enter a payment that pays multiple invoices.

A: Currently, you can enter one payment for a specific invoice for the entire sum of all invoices and it will clear debt from the member’s account however individual account invoices will still remain “marked unpaid”. This is not ideal and you should pay each one off individually to mark invoices as paid.

A member can pay off the entire balance in his portal.