Getting Started


3.0 Basic Configuration Quick Start Guide


There are basic settings in CivicRec that need to be initially configured to ensure that the product operates properly for your organization. 



Task 1: Organization Information

  1. Navigate to Configuration > Organization > Organization Information
  2. Complete all form fields
    • Organization Name
    • Organization Abbreviation
    • Address Line #1
    • Address Line #2
    • City
    • State
    • Country
    • Zip Code
    • Phone Number
    • Web Address (Site URL)
    • Email Address
    • Time Zone
      • Note: Option for Daylight Savings observation
  3. Hit Update

Note: Organizational information like name, address, etc are shown throughout the CivicRec site to both staff members as well as to public users


Task 2: Payment Types

Note: CivicRec comes pre-configured with the basic payment types of Cash, Check, Credit/Debit, and User Credit. Organizations that accept other payment types like scholarships or vouchers will need to enter those here.

  1. Navigate to Configuration > Financial Settings > Payment Types
  2. Select Create Payment Type
  3. Fill in fields
    • Description: Brief description of Payment Type
    • GL Code: The General Ledger (GL) code for the Payment Type
    • User Credit: Select to track user credit on file
    • Surcharge ($): Dollar amount for surcharges
    • Surcharge (%): Percent amount for surcharges
    • Minimum Surcharge: Enter a minimum dollar amount for surcharges
    • Surcharge GL Code: Select the GL code for surcharges
    • Surcharge In-House: Applies an in-house surcharge
    • Surcharge Online: Applies an online surcharge
    • Hide In-House: Disables offline/in-house processing of credit/debit payment types
    • Hide From List: Hide this payment type from the list of options on the payment screen
    • Valid Refund Type: Select to enable a Valid Refund Type
    • Cash Receipt Type: Select to enable a Cash Receipt Type
    • Use Quick Pay: Select to use QuickPay
      • Note: Does not apply to cash or credit/debit
    • Credit Card Types: Choose from Visa, Mastercard, American Express, or Discover
  4. Hit Save New Payment Type


Task 3: Local Resident Criteria (Optional)

  1. Navigate to Configuration > Organization > Local Resident Criteria
  2. Enter in applicable Zip Codes, Countries/Parishes, City Name, and/or Street Names
    • Note: Applies to groups who alter prices based on participant's place of resident

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