Getting Started


CivicRec
®

3.0 Basic Configuration Quick Start Guide

Overview

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

Instructions

 

Task 1: Organization Information

  1. Navigate to Configuration > Organization > Organization Information
    330.png
  2. Complete all form fields
    331.png
    • 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
    332.png

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
    333.png
  2. Select Create Payment Type
    334.png
  3. Fill in fields
    335.png
    • 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
    336.png

 

Task 3: Local Resident Criteria (Optional)

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



I'd Like to Request an Enhancement

1 out of 1 found this helpful

Updated:
Follow