Getting started

To start collecting payments, you'll need to provide a few details about your community and a community representative. During this process, you'll also link your community's bank account so that after payments are received from members, the funds can be transferred to your community's bank account. 

Before getting started, we recommend reading through the list of requirements here. When you're ready, visit the "Online payments" section of the Admin Control Panel and click the "Set up online payments" button.

Continue by completing all steps shown on your screen.

Creating online payment options

Once you've completed the initial setup, the online payment screen will display new buttons that will be used for creating new online payment options, viewing balance history, and updating your community's bank account.

To create an online payment option, click the "Create payment option" button. Fill in the fields shown on your screen to tailor the online payment option according to your community's needs.

Options

For the amount type, you'll have the choice to enter one single fixed dollar amount, multiple fixed amounts, or to allow the member to determine the amount.

If you need to create an online payment option that people will need to make multiple payments on (e.g. monthly dues), select "Allow multiple payments per account."

Decide on whether members will be able to pay with a card and/or bank account and whether members will pay for the association transaction fees or if these fees will be deducted from the amount your community receives (learn more). 

Email notification

If you'd like members to be notified when a new online payment option is created, learn how here.

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