Modest change here — having to do with your periodic statements. One of the selection criteria on statement runs had been the ability to select all families, or one family: With this change, you can now select multiple families or all: Probably the most advantageous circumstance where this would be useful is this: Suppose you … Continue reading Not Just One, but Many — on Statement Runs
For some time now, ShalomCloud has offered the ability to send emails from a general alternate email address. For background on that capability, see this article. Useful for things like newsletters, general information, et al. We have expanded the use of alternate sender address, to both periodic statements by email, and tax letters by email. … Continue reading Unlocking the Full Potential: More Ways to Maximize Your Alternate Email Sender
Given the season, we at ShalomCloud thought it timely to produce a tax letter tutorial. There is one new minor feature included in this announcement. You can now include either formal name or informal name in the body of the tax letter. Without more fanfare, we suggest just watching the video. It will show you … Continue reading Tax Letter Tutorial
ShalomCloud now offers installment billing By way of explanation — typically, after a pledge drive, or school signups, you’ll record what each family owes. The most direct way to handle those charges, is to book an amount owed per category. For example, $1800 for a pledge, or $500 for religious school. You can include an … Continue reading Installment Billing
We now have a convenient, straightforward way to handle those situations where you have a third-party payer. By that, we mean cases where your congregant owes for dues or school, for example, and someone volunteers to pay on their behalf. To enter the third-party payer, you’d use the same screen as always. There’s simply a … Continue reading Third-Party Payer
Monthly statements now have an option to include a payment tear-off at the bottom of the statement. We at ShalomCloud have done much to enable electronic statements and electronic payments. However, inevitably, a segment of your congregation prefers to deal with paper statements and paper payments. Accordingly, you now have the option of including a … Continue reading Payment Tear-off
We’re rolling out a new feature for statements, dubbed “Link to Pay.” Some background. For some time now, we’ve offered the ability to send statement notifications by email. The statement notification has a link, that enables the congregant to pull down a statement. That statement is exactly what would have appeared if you’d printed it … Continue reading Link to Pay
This enhancement includes a number of statement options. Note that you need not change anything, unless you wish to avail yourself of one or more of these options. Current Options Currently, the name and address of the synagogue, along with phone number and website URL, appear at the bottom of the statement. If you’d like … Continue reading Statement Options
Here in one compressed article is a list of recent changes. Some of these have merited their own independent post. Where that’s the case, you’ll see a link to that article. Otherwise, we’ll show a short explanation of the change. Financial On Queries => Financial Transactions, you can now enter a check number, check amount, … Continue reading Recent Changes
As of last post, congregants could update their demographic information–name, address, phone, email, birthday, et al.–and could pull statements for any time interval. Added to that capability, members can enter financial activity directly into the system.
